Paul has more than seven years’ experience in the financial services industry. As a certified integrated wealth planner, he and his team assess each client’s financial objectives which encompasses risk management, wealth management (pre and post retirement), investment planning and preservation management. This process enables him to ensure that his clients’ short, medium and long-term objectives are addressed based on the best advice and team philosophy.
He started his financial planning and advice business, Schwendinger and Associates, in 2012 with his brother Dieter. In late 2019, the practice joined their new independent home with Private Wealth Management.
Paul has a Higher Certificate in Financial Planning NQF 5, an Advanced Certificate in Financial Planning NQF 6, is a registered FSA™ (Financial Services Advisor) and is a member of the Financial Planning Institute.