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OUR COMPANY MOTTO IS ‘A LIFE WELL PLANNED’. QUITE SIMPLY, WE PROVIDE OUR CLIENTS WITH THE BEST POSSIBLE SOLUTIONS AND ADVICE FOR LIFESTYLE, INVESTMENT, ASSET PROTECTION AND RETIREMENT PLANNING NEEDS. At Paragon we are committed to providing clients - both experienced, and those just starting out - with opportunities to enhance their investment knowledge and understanding of the mechanics of our investment decisions. Paragon Financial Group operates its own investment committee which oversees the strategic and tactical asset allocations of our managed portfolios. The committee meets monthly and comprises our Directors, Senior Financial Planner and the Financial Planning support team. It is also attended by our consultant chairman, a specialist in stock markets and economics. Paragon operates under a fee for service model. We charge appropriately for the time and effort and this is our sole source of revenue. We do not accept upfront commissions from providers of recommended investment products, nor charge placement fees for investments. At Paragon we are motivated to be finance industry leaders and this philosophy is most simply expressed as achieving unlimited success in all facets of business. We believe in paying only for the services you need and providing clients with access to all facets of markets, cash flow, accounting and property.

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Paragon Financial Group Pty Ltd Questions

The Paragon Financial Group Pty Ltd annual revenue was $9 million in 2024.

MDRT Charles Durfee is the CEO of Paragon Financial Group Pty Ltd.

7 people are employed at Paragon Financial Group Pty Ltd.

Paragon Financial Group Pty Ltd is based in Southbank, Victoria.

The NAICS codes for Paragon Financial Group Pty Ltd are [523, 52392, 523920, 52, 5239].

The SIC codes for Paragon Financial Group Pty Ltd are [628, 62].

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