Business Details
Your Trusted Financial Partner in Albury
Englehardt Superannuation & Accounting is a dedicated team of professionals committed to delivering tailored financial solutions. With over 30 years of combined experience in financial planning, our advisors specialise in personal and business insurance, superannuation, and retirement planning. Rod Paul brings eight years of expertise in client-focused financial advice, complemented by his Advanced Diploma of Financial Planning and a background in law enforcement. Stuart Paul, a Certified Financial Planner with nearly three decades of industry experience, holds a Bachelor of Economics and has served the Albury community since 1959. Our approach prioritises client education, ensuring every recommendation aligns with individual needs and long-term goals.We integrate deep local knowledge with national regulatory standards to provide actionable strategies. Outside of client work, our team actively contributes to community sports and youth development initiatives. Our practice is built on transparency, ethical standards, and a commitment to evolving with industry changes. By maintaining membership in the Financial Planning Association of Australia, we uphold professional excellence. Whether guiding families through retirement planning or advising businesses on risk management, our focus remains on empowering clients to achieve financial confidence.
Services
Financial Planning
Insurance Advice
Superannuation
Retirement Planning
Business Insurance
Highlights and features
- We offer 30+ years of combined experience in financial planning and risk management.
- Our team includes a Certified Financial Planner with national accreditation.
- We provide tailored advice focused on individual client needs and goals.
- Our deep local knowledge ensures region-specific financial strategies.
- We maintain active community involvement through sports and youth programs.
Associations and certifications
- Financial Planning Association of Australia
- Certified Financial Planner
Services
Financial Planning
Our financial planning service creates customised strategies for individuals and businesses. We assess current assets, future goals, and risk tolerance to develop actionable roadmaps. With expertise in tax-effective structures and investment diversification, we help clients navigate complex financial decisions while maintaining compliance with regulatory standards.
Insurance Advice
We specialise in comprehensive insurance solutions for personal and business needs. Our advisors evaluate coverage gaps, policy terms, and claim histories to recommend appropriate protection. From life insurance to commercial risk management, we ensure clients maintain adequate safeguards against unforeseen events while optimising premium costs.
Superannuation
Our superannuation specialists help clients maximise retirement savings through strategic contributions and fund selection. We provide compliance advice on SMSFs, transition-to-retirement strategies, and pension phase management. By analysing investment performance and tax implications, we optimise superannuation outcomes aligned with individual retirement timelines.
Retirement Planning
We develop holistic retirement plans considering income needs, healthcare costs, and estate planning. Our advisors integrate pension entitlements, investment withdrawals, and tax-efficient income streams to ensure financial security. Through regular reviews, we adjust strategies to reflect changing personal circumstances and regulatory environments.
Business Insurance
Our business insurance service protects commercial operations through tailored risk assessments. We advise on liability coverage, business interruption insurance, and key person protection. By analysing industry-specific risks and policy exclusions, we help businesses maintain continuity during unexpected disruptions while ensuring cost-effective premium structures.
People
Rod Paul
Financial Adviser
Rod Paul has eight years' experience in financial planning, specialising in insurance and superannuation. He holds an Advanced Diploma of Financial Planning and previously served in the Victoria Police Force. His approach focuses on client education and appropriate advice.
Stuart Paul
Certified Financial Planner
Stuart Paul is a Certified Financial Planner with nearly 30 years' experience. He holds a Bachelor of Economics and has been an active FPA member since 1991. His expertise includes retirement planning and local market strategies.
Questions
What financial services do you specialise in?
We specialise in financial planning, insurance advice, superannuation, retirement planning, and business insurance solutions tailored to individual and corporate needs.
Are your advisors certified professionals?
Yes, our team includes a Certified Financial Planner with national accreditation through the Financial Planning Association of Australia.
Do you work with local businesses?
Yes, we have served Albury businesses since 1959, offering region-specific financial strategies and commercial insurance solutions.
How do you approach client financial education?
We prioritise client understanding through clear explanations of financial products, risk assessments, and long-term planning considerations during every consultation.
What retirement planning options exist?
We offer comprehensive retirement strategies including pension phase management, tax-effective income streams, and transition-to-retirement planning tailored to individual timelines.
