Business Details
Trusted Financial Advisers in Albury, NSW
Englehardt Superannuation & Accounting specialises in comprehensive financial planning, tailored personal and business insurance advice, and superannuation solutions. With a team of experienced professionals, we prioritise understanding our clients' unique needs to deliver appropriate, long-term strategies. Our approach combines technical expertise with a commitment to client education, ensuring informed decision-making. Rodney Paul brings eight years of focused experience in insurance and superannuation, complemented by his Advanced Diploma of Financial Planning. Stuart Paul contributes over three decades of industry knowledge, including Certified Financial Planner status and deep local expertise in Albury since 1959.We maintain affiliations with InterPrac Financial Planning Pty Ltd (AFSL 246638), adhering to strict regulatory standards. Our services span retirement planning, risk management, and wealth creation strategies, supported by ongoing client support. Community involvement remains central to our values, with active participation in local sporting and social organisations. We operate from our office at 17 Frere Street North, Albury, serving regional NSW clients. Our practice philosophy emphasizes transparency, ethical conduct, and continuous professional development to adapt to evolving financial landscapes.
Services
Financial Planning
Personal Insurance Advice
Business Insurance Advice
Superannuation Advice
Retirement Planning
Highlights and features
- We offer 30+ years combined experience in financial planning and insurance advice
- Our team includes a Certified Financial Planner with local Albury expertise
- We provide tailored strategies aligned with individual client circumstances
- Our advisers maintain Advanced Diploma qualifications and ongoing professional development
- We combine technical expertise with community-focused service delivery
Associations and certifications
- AFSL 246638
Services
Financial Planning
We develop comprehensive financial strategies tailored to individual goals and circumstances. Our approach combines technical analysis with practical implementation, covering investment management, tax planning, and estate structuring. Clients benefit from ongoing reviews to adapt strategies as life circumstances evolve.
Personal Insurance Advice
We assess personal insurance needs to create appropriate coverage solutions. This includes life, trauma, total and permanent disability, and income protection policies. Our focus ensures clients maintain financial security while avoiding unnecessary coverage costs through regular policy reviews.
Business Insurance Advice
We provide tailored business risk management solutions covering key person insurance, business overheads, and succession planning. Our approach protects business assets while maintaining operational continuity during unexpected events, with regular coverage reassessments.
Superannuation Advice
We optimise superannuation strategies to maximise retirement outcomes. Services include fund selection, contribution strategies, and transition-to-retirement planning. We ensure compliance with regulatory requirements while aligning strategies with individual retirement goals and risk profiles.
Retirement Planning
We develop sustainable retirement income strategies considering pension entitlements, tax efficiency, and lifestyle goals. Our approach balances capital preservation with growth requirements, incorporating aged care planning and intergenerational wealth transfer considerations.
People
Rodney Paul
Financial Adviser
Rodney has eight years' experience in financial planning, specialising in insurance and superannuation. He holds an Advanced Diploma of Financial Planning and previously served in Victoria Police. Actively involved in local sports coaching and community activities.
Stuart Paul
Certified Financial Planner
Stuart has over 30 years' experience in financial planning, holding a Bachelor of Economics and Certified Financial Planner status. He has deep local knowledge in Albury since 1959 and specialises in retirement planning and community engagement.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including investment strategies, retirement planning, tax-effective structures, and estate planning tailored to individual circumstances.
Do you specialise in insurance advice?
Yes, we specialise in both personal and business insurance solutions, including life, trauma, TPD, income protection, and business risk management strategies.
Are you qualified financial advisers?
Our team includes a Certified Financial Planner with 30+ years' experience and an adviser with an Advanced Diploma of Financial Planning.
Do you offer superannuation advice?
Yes, we provide tailored superannuation strategies including fund selection, contribution planning, and retirement income solutions aligned with individual goals.
How are you connected to InterPrac Financial Planning?
We operate as authorised representatives (AR no 418427 & 324076) of InterPrac Financial Planning Pty Ltd (AFSL 246638), ensuring regulatory compliance and professional standards.
What areas do you service?
Based in Albury since 1959, we serve clients across regional NSW with both in-person and remote advisory services.
