Investment Management
Investment Management
Tailored Solutions for Your Financial Goals
At Paragon Financial Group, we are passionate about helping you achieve your financial objectives through effective investment management. Our approach involves understanding your unique risk tolerance, financial goals, and lifestyle preferences to create a personalised investment portfolio that aligns with your needs.
A Comprehensive Range of Investment Options
We offer a diverse range of investment options to suit your individual preferences and financial goals, including:
Superannuation:
Invest within your superannuation account to maximise your retirement savings.
Direct investments:
Explore direct investments in Australian and international equities to gain exposure to specific companies or sectors.
Exchange-traded funds (ETFs):
Invest in ETFs to diversify your portfolio and gain exposure to various asset classes.
Cash and term deposits:
Maintain a portion of your portfolio in cash or term deposits for liquidity and stability.
Property:
Invest in property directly or through property funds to diversify your portfolio and potentially generate rental income.
Our Commitment to Your Success
At Paragon Financial Group, we are committed to helping you achieve your financial goals through sound investment strategies. Our personalised approach, combined with our expertise and dedication, sets us apart as a trusted partner in your financial journey.
Expert Investment Management
Our investment management team is dedicated to providing you with exceptional service and personalised advice. We leverage our expertise and market knowledge to:
Conduct thorough research:
Our investment committee, chaired by an external analyst, regularly analyses market trends, economic indicators, and individual company performance to identify potential investment opportunities.
Build customised portfolios:
We create unique portfolios tailored to your specific needs and risk tolerance, ensuring that your investments align with your financial goals.
Utilise a fair value methodology:
We employ a disciplined approach to investment selection, focusing on companies with strong fundamentals, attractive valuations, and sustainable competitive advantages.
Actively manage your portfolio:
We continuously monitor your portfolio and make adjustments as needed to capitalise on market opportunities and mitigate risks.