Our Unique Approach To Financial Planning

Empowering Your Financial Journey

We understand that navigating the complexities of wealth management can be daunting. That’s why we take the time to understand your unique needs, values, and aspirations. By aligning your financial strategy with your life goals, we empower you to make informed decisions and take control of your financial future.

Trusted Expertise, Personalised Service

As an independent firm, we prioritise your interests above all else. Our team of experienced professionals includes Chartered Financial Planners and Certified Financial Planners who are committed to delivering personalised, unbiased advice tailored to your specific circumstances.

Comprehensive Services

From retirement planning to investment management, tax optimisation to estate planning, we offer a comprehensive range of services to address all aspects of your financial life. Our goal is to provide you with the peace of mind that comes from knowing your financial future is in good hands.

Our Values

Our values are in our DNA. This is what guides us.

People matter

We value the importance of everyone.

“Everyone” encompasses clients, team members and all our stakeholders, as well as the wider society upon which we have an impact. Clients are at the heart of all that we do and we recognise the significance of our role as financial planners. We value our team members, their work life balance, and the contribution that each can make to the on-going success of our business, and the lives of our clients. Through the Paradigm Norton Trust, we are able to make a positive impact within our local community and overseas.

Actions speak louder

We value the impact of our actions.

It is what we do that matters, not what we say we are going to do. Through our actions, we are able to demonstrate our integrity, competence, and professionalism. We recognise that our actions are pivotal; not only to how we are perceived by all our stakeholders, but also to how we are perceived within our profession.

Setting the bar high

We value the significance of continued improvement.

Everything we do, we seek to do to the highest standards, recognising that our reputation hinges on the service we offer clients. We are therefore committed to innovation and incremental improvements, constantly striving to improve what we do and how we do it. Setting the bar high provides a foundation for continued innovation and exceeding the expectations of our clients. It is in maintaining standards, by balancing the recruitment of new clients and new team members at a manageable pace, that we are able to keep the bar high.

Building for the future

We value the importance of building a legacy.

We embrace our responsibility to build for the future. We are passionate about building long-term relationships with our clients and we are equally passionate about the long-term success of our business, thereby ensuring that our values and our positive impact on the world endure. We encourage our clients to think long-term in their planning and we do the same. We also value the contribution we can make to raising the profile of the global financial planning profession.

Your Financial Journey Starts Here

Initial Consultation: Discovering Your Goals

Your journey with Paradigm Norton begins with an initial consultation, either virtually or in-person. During this meeting, we take the time to understand your goals, values, and priorities. By getting to know you on a personal level, we can tailor our services to meet your unique needs.

Ongoing Support: Regular Check-ins and Annual Reviews

We believe in building long-term relationships with our clients. That’s why we provide regular check-ins, updates, and annual reviews to ensure that your financial plan remains aligned with your goals and objectives. Our team is here to support you every step of the way, helping you navigate life’s transitions with confidence.

Download our guide: Kickstarting your financial planning journey