Fenix Wealth is a reputable financial services firm based in Waterways, Victoria, offering a comprehensive range of services including investment advice, insurance, budgeting, superannuation, estate planning, and self-managed super funds. Led by the experienced Paul Holding, the wealth division of Fenix Wealth prides itself on providing personalized and transparent financial advice to individual clients and small to medium enterprises. With over 20 years of industry experience, Paul’s authentic approach and attention to detail ensure that clients’ short-term and long-term financial goals are met effectively.
Paul Holding’s journey in the financial sector began in the United Kingdom in 1996, and he has since built a successful career, culminating in his role as the Principal Partner at Fenix Wealth. As a senior financial coach, Paul’s expertise extends to savings plans, debt management, budgets, estate management, investment advice, superannuation, and insurance. Fenix Wealth’s philosophy revolves around building lasting relationships with clients, providing them with sound financial guidance tailored to their specific needs and aspirations.
Operating under FENIX FINANCIAL SERVICES PTY LTD, Fenix Wealth is committed to ensuring that clients have a clear understanding of their financial options. As a Corporate Authorized Representative, Fenix Wealth operates with transparency and integrity, guided by the mission to empower clients to make informed decisions about their financial future. Located at 7 Waterside Drive, Fenix Wealth’s dedication to personalized service and client satisfaction sets them apart in the financial services industry.