Expert Investment Guidance,
Ready When You Are.
Tailored Financial Solutions for Your Unique Needs.
Some of Our Services
Investments & Wealth Planning
Building wealth is about more than just making money – it’s about making smart, strategic decisions that set you up for long-term success. Whether you’re planning for retirement, investing in your future, or preparing for major life milestones, our expert advisors will create a tailored strategy to help you grow and manage your wealth with confidence.
Trusts
Trusts play an important role in financial planning in South Africa by protecting assets, ensuring smooth succession, and offering potential tax benefits. They help manage wealth across generations, providing security and peace of mind for your family.
Tax Efficiency
Tax optimization through tax-free investments and smart options like Retirement Annuities (RAs) is essential for building wealth in South Africa. These strategies help you grow your savings faster by reducing your tax burden, allowing you to keep more of your returns and secure your financial future.
Reviews
Exceptional!
Working with Joshua has completely changed how I approach my finances. He helped me put the right protections in place, including my retirement annuity, life and funeral cover, and embedded income protection, critical illness, and disability benefits – so I know I’m financially secure if anything unexpected happens.
– Mack C
Highly recommend!
Paragon Wealth Advisors has been an outstanding partner in my financial journey. They helped me build a clear, realistic retirement plan, set up an investment strategy aligned with my risk profile, and map out funding for major life goals – like bucket list travel trips and new assets. They also guided me through exploring Trust options for long-term family wealth planning with patience and expertise. Communication is proactive, advice is transparent, and every recommendation feels tailored to my specific situation. I feel confident and supported with Paragon in my corner – I highly recommend!
– Nat D
Why Our Clients Chose Us
Find out why so many clients have chosen Paragon Wealth as their wealth and finance partner.
Professional Advice
- Expert financial guidance tailored to your unique goals, helping you achieve long-term success.
Backed By Old Mutual
- Benefit from trusted expertise and security through our strong partnership with Old Mutual.
Transparent
- Clear, honest advice and solutions that prioritise your financial confidence and peace of mind.
Expert Support
- Responsive, reliable assistance to navigate your financial journey with ease and assurance.
“Excellence is not a destination; it is a continuous journey that never ends.”
Brian Tracy
Motivational public speaker & self-development author.
Contact
Unit 3 Ground Floor
Howard Terraces
Rose Innes Way
Pinelands
7405
info@omf.co.za
Tel: +27 (0)21 276 1279
OFFICE HOURS:
Monday – Friday | 8:30 – 17:00
