Paragon Private Wealth, Inc. Information

At Paragon Private Wealth, we strive to mirror our name - that is, to be a 'model of excellence' as we serve South Australia's high-income earning professionals, including lawyers, medical professionals and accountants, as well as Small and Medium Enterprise business owners and retirees. We help our clients seek clarity amid complex financial lives. With Paragon Private Wealth, you will enjoy wealth management services which integrate your personal and professional financial affairs with your overall goals and objectives. We are here to help you outline your objectives and offer strategies for: Protecting and growing your wealth; Succession planning for your Estate and your business; Self-Managed Super Funds and Industry Superannuation offerings; Retirement and Estate Planning. In addition to facilitating your wealth management strategies such as portfolio management, asset allocation and money management, we also offer behavioural investment counselling. We understand that although you may have a wealth of assets, you may be time-poor. With this in mind, we offer flexible service that respects and responds to your individual needs.