Money - love it, or hate it, none of us can do without it.
With respect to money, there are only two states; we either work for it, or it works for us.
We all, one day, want to move from the first state to the second.
Helping you achieve that, and protecting you along the journey, is what we do.
No matter how grand or modest your financial aspirations, we can help.
The one thing all our clients have in common is they recognise that, instead of running the risk of getting out of their depth, it makes sense to seek the assistance of professionals.
We take the weight of responsibility for managing your financial affairs from your shoulders and place it on ours.
Our mission statement is "Helping you build a brighter tomorrow by making the most from what you have today".
And, given time is your greatest ally when it comes to wealth creation, there's no better time to talk to us than RIGHT NOW!
Learn moreA sound financial plan is like a jigsaw puzzle; if all the right pieces are not in their correct place, you cannot get the complete picture.
We will work in concert with your other professional advisers to devise a plan so that each of these elements of your financial plan are appropriately addressed and also align with each other.
If you would like a better understanding of the Russia/Ukraine conflict and what it means for the rest of the world, you could do worse than read this piece in AFR by Christopher Joye, a man I have known for many years and whose views on political events and their impact on financial markets I have always respected. https://www.afr.com/.../putin-will-seek-to-salvage-power... #ukraine #financialadvice...
read moreWhile the consensus is that it would be nice if successive governments stopped tampering with super, some of the most recent changes create significant opportunities for older Australians. We didn't drill too far down on those in this column, but it was nice to have the chance to inform the readers. If you want to know more on how these changes could benefit you, please reach out! #financialadvice #super...
read moreA sample of comments made by just some of our satisfied clients.
With only 6 months to go before I was 75, I had to do something about my UK pension funds, so I decided to bring the money to Australia under an Australian QROPS system. But how do I find a...
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Wayne Leggett of Paramount Financial Services Group has been assisting me with my wealth creation and financial security for several years now. He provides me with good advice and arranges...
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Having a young family, we always worried about our financial security and providing for our children. We never seemed to get ahead and had little extra cash. Sure we had our super and some...
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We started our relationship with Paramount in 2009. Immigrating from Europe, we had no idea about the personal finance landscape in Australia! What on earth is superannuation? How do we go about...
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Just thought you may be pleased to know that yesterday was settlement day for completion of my mortgage. My home loan etc is now , no more & Iv'e gotta tell you it feels pretty damned good. I...
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