ABOUT US

ABOUT PARAGON WEALTH

At Paragon Wealth Advisors, we’re dedicated to helping you turn financial goals into reality. With years of experience and a trusted affiliation with Old Mutual, we pride ourselves on offering comprehensive wealth management services tailored to meet your unique needs.

Whether you’re just beginning your financial planning journey or seeking a hands-on, professional approach to grow and protect your wealth. From retirement planning and life insurance to investment growth and risk management, we provide practical solutions and personalised strategies to secure your financial future.

What sets us apart is our commitment to creating a balance between professionalism and approachability. We understand that navigating finances can be daunting, so we aim to simplify the process, ensuring you feel confident and in control every step of the way.

At Paragon Wealth Advisors, your financial aspirations are at the heart of what we do. Let us help you make smart decisions today for a brighter, more secure tomorrow.

Understanding Your Goals

At Paragon Wealth Advisors, we believe that every financial journey is unique. That’s why we start by truly listening – taking the time to understand your aspirations, lifestyle, and financial priorities. Whether you’re planning for a comfortable retirement, funding your children’s education, or building generational wealth, we ensure your goals are at the heart of every decision. This client-centric approach helps us create solutions that are meaningful and aligned with your vision for the future.

Assessing Your Current Finances

A sound financial plan begins with a clear understanding of where you stand today. Our team conducts a thorough review of all aspects of your financial life: income, expenses, assets, debts, investments, and insurance coverage. We identify strengths, gaps, and potential risks, giving you a complete picture of your financial health. This assessment forms the foundation for informed, strategic decision-making.

Developing a Personalised Plan

With a deep understanding of your goals and current financial landscape, we craft a bespoke financial roadmap just for you. Our step-by-step approach is designed to maximise your wealth potential while safeguarding against uncertainties. We outline specific actions – whether it’s optimising investments, managing risk, or planning for retirement – to help you achieve both security and growth. Your plan is practical, actionable, and tailored to your life stage and ambitions.

Implementing Your Strategy

A plan is only as good as its execution. Paragon Wealth Advisors guides you through every stage of implementation, ensuring your tailored strategy is put into action efficiently and effectively. From setting up investment accounts to securing appropriate insurance cover, we handle the details so you can focus on living your life with confidence. Our relationship with trusted partners like Old Mutual adds an extra layer of assurance and expertise.

Reviewing & Adapting

We understand that life is dynamic – your financial plan should be too. As your circumstances, goals, or market conditions change, we proactively review and update your strategy. Regular check-ins ensure your plan remains relevant and effective, allowing you to stay on track and adapt to new opportunities or challenges. With Paragon Wealth Advisors, you can be confident that your financial future is always in capable, responsive hands.

Hear what our clients have to say about our unmatched services.

Read Testimonials

2024 – Alchemy Financial Services was renamed and rebranded as Paragon Wealth Advisors to align with a renewed focus on excellence.

Read more about our specialists team.

Meet Our Team

Our Values

At Paragon Wealth Advisors, our values guide everything we do. We are committed to integrity, transparency, and putting our clients’ interests first. We believe in building lasting relationships through trust, professionalism, and personalised service. Our passion is empowering individuals to make informed financial decisions and achieve lasting success – together.

Want to work with us?

Are you a driven, ambitious individual ready to make a difference in people’s financial lives? At Paragon Wealth Advisors, we’re always looking for new advisors who are passionate about helping clients achieve their financial goals. Join our supportive team, benefit from expert mentorship, and grow your career in a dynamic and rewarding environment. If you’re eager to build your future with a company that values professionalism, integrity, and personal growth, we’d love to hear from you!

Would You Like a Free Consult?

Request A Consult

Take the first step toward financial confidence with a complimentary consultation from one of our expert advisors. At Paragon Wealth Advisors, we are dedicated to excellence in every interaction, offering tailored guidance and proven strategies to help you reach your goals. Experience the difference that professional, personalised advice can make—schedule your free consult today and start building a brighter financial future.