We are all from different backgrounds and that's exactly it — no two journeys are the same. For what it's worth, that's what we believe is so exciting about life, it's about picking and creating opportunities that are unique to you, which is what we do with each and everyone of our clients.
The business was founded by Paul Giordano, who has almost two decades of experience in financial advice, to be focused on financial strategy and planning, a fresh start with clear goals and less of a focus on products. While the industry has had some ups and downs, the entire team have a passion for providing advice that changes people’s lives for the better and they love to see their clients living a lifestyle they have designed for themselves based on what they truly want out of life.
Looking through a 'financial strategy' lense is an important differentiation for Park Lane. The approach is more involved, and outwardly focused than traditional financial planning, although it does share common threads. What people don't realise about financial strategy is that it starts now, and isn't about putting ideas in place for retirement, but about how to live life now, in the near future, a few years down the track and maybe then how that translates to retirement. It's about designing and maintaining a lifestyle suited to you — the strategy and advice is a collaborative formalised approach to getting there.
We're as diverse as our clients are so we’re used to working with all kinds of people with different goals and requirements. What’s important to us is instilling positivity knowing the impact we can have on a client’s lifestyle goals and ensuring they have the best possible roadmap to get there.
