Build long-term wealth.
Invest with confidence.
Paragon Wealth Advisors offers goal‑based and bespoke wealth and investment planning with access to Old Mutual’s investment platforms and investment solutions.
Book a non-obligatory consult now.
What is Wealth and Investment Planning?
It’s a structured, advice‑led approach to growing and protecting your money over time. We align your goals, time horizon, and risk profile to an investment strategy, then implement and monitor it using best‑fit investment solutions on Old Mutual’s platforms—such as Unit Trusts, Tax‑Free Savings Accounts, and flexible investment plans.
Why Plan Your Investments with PWA & Old Mutual?
Advice-first: Personalised strategy based on your goals, risk, and cash flow
Robust platform: Access Old Mutual’s proven investment solutions and administration
Diversification: Multi‑asset, local and offshore exposure via unit trusts
Efficiency: Tax‑aware structuring to improve after‑tax returns
Ongoing care: Reviews, rebalancing, and transparent reporting.
Who is this for?
New investors building consistent, long‑term habits.
Families saving for education, property deposits, or generational wealth.
Professionals and business owners targeting medium‑ to long‑term goals.
Pre‑retirees/retirees needing tax‑efficient drawdowns and reliable income.
Solutions We Offer via Old Mutual
- Unit Trusts:
- Diverse funds to match your goals and time horizon (conservative to growth)
- Lump sum or monthly debit order
- Tax‑Free Savings Account (TFSA)
- Grow your money without tax on interest, dividends, or capital gains
- Flexible access
- Flexible Investment Plan
- Save toward any goal, supplement TFSA limits, add/withdraw as needed
- Income‑Generating Options
- Invest a lump sum for monthly/quarterly income using interest, dividends, or property funds
- Consider guaranteed‑income options for defined terms
Benefits At a Glance
Goal Alignment
Education, home, travel, retirement – mapped to timelines
Risk‑Appropriate Portfolios
Match volatility to your comfort and time frame
Tax Efficiency
Use TFSA first; structure flexible plans for liquidity, life wrapped structures and CGT planning
Liquidity & Access
Options with flexible contributions and withdrawals
Discipline and Review
Automated contributions, periodic rebalancing
Our Process
1
Discovery
30–45 minutes to clarify goals, timelines, risk tolerance, and budget.
2
Custom Strategy
Personalised asset allocation and investment solution selection on Old Mutual’s platform.
3
Implementation
Set up accounts (Unit Trust, TFSA, Flexible Plan, income options).
4
Ongoing
Reviews, rebalancing, performance and tax reporting, goal tracking.
Compliance notice: This page provides general information and does not constitute tax or legal advice. Formal advice is provided during your consultation.