Paula Paug

I assist Roger Perrett deliver a premium service to our clients and enjoy helping clients have a great retirement lifestyle.

It’s incredibly rewarding that I’m able to assist building relationships with clients and see them reach their financial goals; to see the positive impact of our work on their lives. Plus, the job keeps me on my toes with new challenges and learning opportunities every day. Working with a supportive team and solving problems together makes it all the more rewarding.

I have a keen eye for keeping everything organised and have a strong technological aptitude.  I love ensuring a smooth service for our clients.

Our service principles at Freshwater Wealth are:

• Fast – We aim to return calls and emails within the same day. Even if we acknowledge receipt of the email and respond with answers as fast as possible there after.
• Once – We strive to provide all action items in one email rather than drip feeding requests from you.
• Follow up – We provide regular follow-up on requests with the various platforms and insurers to ensure strategy recommendations are implemented correctly.
• Accurate – We take great pride in ensuring that all research, calculations and communication is accurate.

Outside of work

I enjoy indulging in my hobbies of:

• Cooking: I find joy in experimenting with new recipes and cuisines, exploring the culinary world during my leisure time.
• Watching Films: I have a passion for cinema and often immerses myself in a diverse range of films, finding inspiration and entertainment in the art of storytelling through movies.

I look forward to assisting you,

Paula