Paul joined Sanlam in 2013. He founded Sanlam’s Arete Financial Planning in 2017, enthusiastic to build a financial advice service that truly puts clients first and specifically separates fees for advice from financial product sales.
As a forward thinking business leader, his approach has always worked particularly well with entrepreneurs and business leaders. His simple style combined with extensive knowledge and experience has made him the first choice of numerous business owners and senior executives for the creation of personal plans and the building of robust investment portfolios.
Using the newest techniques and sophisticated software for plan creation and service delivery, Paul is able to effectively present plans and change them where needed. He is an expert in pensions, investment management and personal tax, areas particularly relevant for business owners.
However all of these skills are secondary to the creation of a targeted financial plan, designed for the client to deliver their perfect lifestyle both now and in the future. He is passionate about his clients developing a healthy relationship with money which enables them to live the lives they want and for it to work for them, not the other way around.
Outside of work, Paul is a voracious reader of all things politics, economics and sci-fi. He is a runner, cyclist, footballer and swimmer. He also cares deeply about the environment, of lifestyle and work in the 21st century and fairness within our society. As a married father of two young children, he has a vested interest in this area!