About Us
Our Philosophy:
The Freedom to Choose
At Paragon Financial Group, we give you the power to shape your financial future. Our personalised approach and customised solutions allow you to make informed decisions about your future to achieve your aspirations.
Our Process
To ensure a successful partnership, we begin with a complimentary meet and greet. This allows us to get to know you and your financial goals, and for you to understand our approach.
Based on our initial discussions, we can offer a Scope of Works outlining the specific services that are relevant to your needs. This includes:
Goals definition:
We'll work with you to clarify your financial objectives and priorities.
Service selection:
We'll recommend the most appropriate services from our Triangle of Advice to address your specific needs.
Fee structure:
We'll provide a transparent breakdown of our fees and the expected costs associated with working together.
To ensure a successful partnership, we begin with a complimentary meet and greet.
This allows us to get to know you and your financial goals, and for you to understand our approach.
Our Approach
No two clients are the same. We provide a comprehensive and personalised approach to financial planning. Our unique “Triangle of Advice” framework encompasses three key area;
Foundation:
This foundational stage involves assessing your financial situation and setting clear goals. It includes elements such as cash flow analysis, scenario planning, insurance needs assessment and superannuation review.
Growth:
This phase focuses on building and managing your wealth. It covers investment strategies, including superannuation, direct equities, ETFs, property, cash, and term deposits.
Distribution:
This final stage addresses how your wealth will be distributed in the future, including estate planning, family protection / blood line protection and ensuring a smooth transition of assets.