The History of the Paradigm Group
The Paradigm Group is a privately owned wealth management business that offers strategic financial advice, investment management and risk insurance advice and services in the one group, via Paradigm Wealth Management (PWM) Pty Ltd. The Group operates under its own Australian Financial Services License (AFSL No. 297465). The Paradigm Group was founded in 2003 by Patrick Nalty (Managing Director) and James Mirams (Director) who between them have ownership of the firm, and continue to maintain a 'hands on approach' in its daily operation.
We have a proud history of being privately owned and of providing advice predominantly on a fee-for-service basis. Our lack of ownership or distribution ties with any bank or major financial institution allows us to focus our energies on putting the needs of our clients before those of other parties.
The Paradigm Group was an early innovator in the use of next-generation Managed Discretionary Accounts technology to help deliver the advantages of direct investment ownership to clients combined with the benefits of professional investment management. Our Paradigm Managed Account Service is a key component of our approach to tailored wealth management.
The Paradigm Group builds on the success of the past and introduces a more bespoke offering to our clientele. One that tailors a suite of services and solutions to better meet the needs of today's time-poor, information over-loaded professional, executive or entrepreneur. We take the complexity of today's investment and regulatory landscape, distil it into relevant, actionable and customised solutions for our clients, and thereafter act as guide, advocate, confidant and sounding-board.
Our clients appoint us as their financial and investment 'project manager', keeping them on track to reach the goals and aspirations that matter most to them.
Who are we? Click here to see the Paradigm Team.