Financial Planning

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Financial planning can help you plan and manage your current and future wealth. Isn’t it time to be proactive and start a financial strategy in your life which can give you an advantage. At Proactive Business Services we have developed relationships with experts or alliance partners who can advise in these areas.

Our Financial Planning expert and Wealth Coach is Paul Birch of Pacific Wealth.

Paul has been working as a financial planner since 1999 and is passionate about helping people live a better quality of life through good financial planning.

Money is important to everyone and being financially secure can have a huge impact on your overall well being and happiness. We all strive for wealth and financial independence yet only 1 in 10 Australians ever achieve this. A financial coach holds you accountable to achieve your goals and is there for you when times get tough. Working with a good financial planner enables you to spend more time doing those things that are more important to you than money, like working on your business or spending time with your family.

Outside of work, Paul enjoys time with his family, travel and anything associated with health and fitness.


Our goal is to partner with our clients to become their trusted adviser, to give them the confidence to live their lives to the fullest without worrying about money knowing their financial house is in order.

To achieve this, we have a number of services available to make sure our clients achieve their financial goals:

  • Investment and Wealth Management
  • Superannuation and Retirement Incomes
  • Self Managed Superannuation Advice
  • Retirement Planning
  • Wealth Creation
  • Debt and Cashflow Management
  • Insurance and Risk Protection
  • Tax Planning
  • Business Structuring
  • Asset Protection
  • Centrelink and Age Pension Advice
  • Estate Planning

Paul Birch is a Sub-Authorised Representative (No. 244671) of Pacific Wealth Pty Ltd.

Pacific Wealth Pty Ltd is a Corporate Authorised Representative (No. 472919) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. AFSL / ACL No. 223135.


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