About
Go further with a financial guide at your side
Capita Wealth Advice Financial Planning
At Capita Wealth Advice, our goal is to help you achieve financial security, so you can get on with the important business of enjoying life.
Whether you are working hard to build wealth or wanting to get the most out of what you have accumulated, it is our personal touch that makes all the difference. We take the time to get to know you, so we can tailor a plan to ensure you meet your financial goals now and into the future.
“We provide financial planning services to people of all ages from all walks of life. Our clients value us for holding meaningful conversations about their lives and finances. They enjoy the emotional benefits of being financially organised and value having an adviser they trust to talk to about what really matters to them.
We are dedicated to tailoring financial solutions to each client’s unique circumstances and aspirations. This client-first approach ensures that every financial plan is a personalised roadmap to financial success, built on trust, transparency, and a deep understanding of individual financial objectives.”
Contact us for an obligation free discussion.
Go further with a financial guide at your side
Capita Wealth Advice Financial Planning
At Capita Wealth Advice, our goal is to help you achieve financial security, so you can get on with the important business of enjoying life.
Whether you are working hard to build wealth or wanting to get the most out of what you have accumulated, it is our personal touch that makes all the difference. We take the time to get to know you, so we can tailor a plan to ensure you meet your financial goals now and into the future.
Go further with a financial guide at your side
Capita Wealth Advice Financial Planning
At Capita Wealth Advice, our goal is to help you achieve financial security, so you can get on with the important business of enjoying life.
Whether you are working hard to build wealth or wanting to get the most out of what you have accumulated, it is our personal touch that makes all the difference. We take the time to get to know you, so we can tailor a plan to ensure you meet your financial goals now and into the future.
Paul Atkin, MFiinPlan – Principal
With a wealth of experience and expertise, Paul provides a comprehensive financial advice service to his clients. Following a successful career in management Paul entered private practice in 2005. Paul’s technical expertise and background in training financial advisors together with over 15 years as a practitioner provides his clients with the right tools to take control of their finances.
To keep relevance with current legislation and the changing landscape of investments Paul completed his Master of Financial Planning with Griffith University in 2020 and was awarded the prestigious Award for Academic Excellence.
Paul has been a Justice of the Peace (NSW) since 2005.
When it comes to your financial goals, it helps to talk about them, think about them, and, most importantly, dream a little. Let’s start a conversation today.
Paul Atkin, MFinPlan – Principal
With a wealth of experience and expertise, Paul provides a comprehensive financial advice service to his clients. Following a successful career in management Paul entered private practice in 2005. Paul’s technical expertise and background in training financial advisors together with over 15 years as a practitioner provides his clients with the right tools to take control of their finances.
To keep relevance with current legislation and the changing landscape of investments Paul completed his Master of Financial Planning with Griffith University in 2020 and was awarded the prestigious Award for Academic Excellence.
Paul has been a Justice of the Peace (NSW) since 2005.
When it comes to your financial goals, it helps to talk about them, think about them, and, most importantly, dream a little. Let’s start a conversation today.
Paul Atkin, MFiinPlan – Principal
With a wealth of experience and expertise, Paul provides a comprehensive financial advice service to his clients. Following a successful career in management Paul entered private practice in 2005. Paul’s technical expertise and background in training financial advisors together with over 15 years as a practitioner provides his clients with the right tools to take control of their finances.
To keep relevance with current legislation and the changing landscape of investments Paul completed his Master of Financial Planning with Griffith University in 2020 and was awarded the prestigious Award for Academic Excellence.
Paul has been a Justice of the Peace (NSW) since 2005.
When it comes to your financial goals, it helps to talk about them, think about them, and, most importantly, dream a little. Let’s start a conversation today.
Servicing Newcastle, the Hunter Valley & the Central Coast
Capita Wealth Advice services Newcastle, the Hunter Valley, Lake Macquarie and the Central Coast. Paul is able to meet clients at his office in Kurri Kurri, with outcalls as requested, and via video conferencing if preferred.
So from Cessnock to Charlestown, Muswellbrook to Maitland or Newcastle to Gosford Capita Wealth Advice can help set you on the right financial path.
Contact us for an obligation free discussion.
Servicing Newcastle, the Hunter Valley & the Central Coast
Capita Wealth Advice services Newcastle, the Hunter Valley, Lake Macquarie and the Central Coast. Paul is able to meet clients at his office in Kurri Kurri, with outcalls as requested, and via video conferencing if preferred.
So from Cessnock to Charlestown, Muswellbrook to Maitland or Newcastle to Gosford Capita Wealth Advice can help set you on the right financial path.
Contact Paul for an obligation free discussion.
Testimonials
What Our Clients Say
Inspirational Speaker
Testimonials
What Our Clients Say
Inspirational Speaker
Testimonials
What Our Clients Say
Inspirational Speaker