Paul Woodward - Superannuation and Insurances

Inquirer
DISC Type : cd

Financial Advisor at superannuation and insurances

Ramsgate, New South Wales, Australia

Overview

Paul Woodward is the Founder and Principal Adviser at Superannuation and Insurances, with over 25 years of experience in financial planning. He specializes in superannuation, wealth protection, and retirement strategies, holding certifications in Self Managed Superannuation Funds and Tier 1 Margin Lending. People hes worked with often describe him as professional, knowledgeable, and wise.

Paul is passionate about guiding people through significant life transitions and building long-term relationships based on trust and clear communication. He focuses on empowering his clients by breaking down complex financial topics into simple, actionable advice. His approach is centered on ensuring clients feel confident and secure about their financial future.

He is an active networker who consistently facilitates introductions between professionals in his network.

Personality Overview

Upfront

Judgemental

Demanding

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Retirement Planning
His company's mission is to help Australians plan for their future and retire with confidence, often guiding clients through transition-to-retirement strategies.
Wealth Protection
He specializes in personal insurance strategies, including life, TPD, trauma, and income protection, to protect clients' wealth and lifestyle.
Financial Education
Appears on podcasts to break down complex financial topics like superannuation and insurance in a clear, jargon-free way for the general public.

Media Appearances

Paul has no verified media appearances

Work History

4-2018
Financial Advisor at superannuation and insurances
8-2016
Financial Planning Specialist at AVALONFS
2008 - 4-2018
life insurance, income protection, superannuation at PATRON Financial Advice
2000
life insurance, income protection, superannuation at Paul Woodward Sydney Financial Services

Education

2017 - 2017
Tier 1 Margin Lending from Kaplan Professional
2017 - 2017
Self Managed Superannuation Funds from Integrity Education Group

More Information

Social Presence :

Prographics :

Exp : 26 Location : Ramsgate, New South Wales, Australia Job Level : Junior Designation : Financial Advisor at superannuation and insurances
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Insights For Selling To Paul Woodward -

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul Woodward - is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Paul Woodward -

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Paul Woodward - move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Paul Woodward - take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Paul Woodward -

Personality Compatibility


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