Financial Coaching

Contact: Roger Paul
Address 10 Queens Road Melbourne Victoria 3004 Phone: 03 9821 4100Mates Directory: Financial CoachingWebsite: Financial Coaching

Profile

Roger Paul joined the financial services industry in 1989, when he decided that a career in Civil Engineering was the wrong path for him. An old friend of his, Don McQueen, who had been a significant player in the Financial Planning industry with AMP in the 80s suggested Roger work with him in the practice for a couple of years to see if it matched what he was looking for. Roger found that he was a good fit so he reached an agreement with Don who passed on the business to him.

Roger at Financial CoachingHe changed the business name to Financial Coaching in 1995 after spending nearly six years visiting the USA regularly to attend a series of ‘mind expansion workshops’ called ‘The Strategic Coach’, delivered by the presenter Dan Sullivan. Roger is a Certified Financial Planner and Authorised Representative of the Meritum Financial Group.

Financial Coaching’s core values and philosophies are centred on Roger’s desire to help individuals and organisations understand what they should do and who can help them achieve ‘financial independence’. Financial Coaching’s unique processes help motivate people into action, where previously they would have been paralysed by insufficient knowledge, apathy, fear or simply ignorance.

Roger is a published author on Financial Coaching with his debut book titled ‘Your Personal Wealth Coach’, which has already sold thousands of copies.

MeritumFinancial Coaching is a financial planning firm that believes in the difference that their advice can make – whatever your stage of life. Getting the right advice from Financial Coaching means that you can be confident that you are on track to achieving your goals and aspirations. They listen in order to understand what really matters to you and to create a plan that helps grow, manage and protect your wealth.

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