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paradigm advice

5.0(11 reviews)See reviews ↓·Adelaide

About the company

Paradigm Advice is a financial advisory firm based in North Adelaide, South Australia, and has been building client relationships since 1988. It is a trading name of PA104 P/L and operates as an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited.

The firm offers services including superannuation, retirement planning, investments, wealth protection, salary packaging, self-managed super funds, debt management, estate planning, aged care, and small business advice. Paradigm Advice also provides a review service to monitor the suitability of financial plans.

What customers say

Based on genuine customer reviews

People approaching retirement and managing self-funded superannuation describe the guidance they receive as clear, patient and thoroughly explained, with complicated financial matters broken into manageable steps. Paul is named in most accounts as knowledgeable and professional, acting with integrity and offering frank advice, while his colleagues are also praised for their supportive and approachable manner. A recurring theme is the personal nature of the service, with clients of many years noting that their circumstances are understood and that support continues well beyond the initial plan, including through retirement and the loss of a spouse.

Agreed strategies are implemented promptly, appointments feel relaxed yet informative, and investment opportunities are explained in terms that are easy to follow. The advisory relationship is described as dependable and focused on keeping long-term priorities on track, with the wider team credited for patient explanations and steady implementation. Clients who have worked with the practice for over a decade value the reassurance and confidence the advice provides, particularly when navigating the transition into retirement and the review of goals that follows.

Reviews

Reviews are taken from publicly available sources.

BB
BB B6 June 2024

I don't think you could find anyone better to provide these services as Paul is very knowledgeable and provides exceptional customer service. Paul is able to shine a light to keep you focused as a customer to achieve and review your financial/retirement plans. I think it is important in a buzy world that we don't forget about our priorities long term and having Paul there to guide you along the way is of great value

SA
Steven and Vicki Hardman24 September 2022

We are very pleased to have been a customer of Paradigm Advice for over 15 years. Paul and his team has always acted in our best interests in helping achieve our portfolio goals. They have a positive attitude and listen to our needs. Appointments are of a relaxed nature and explanation of investment opportunities is well understood.

JP
Joe Pace7 October 2021

Paul has been my Financial Advisor for over 4 years and since that time I have found him to be very professional. In particular, he has always demonstrated an acute understanding of my personal financial requirements, especially since my retirement. Aside my confidence in his advice, I found him to be always contactable regardless of time and day. Sincere thanks Paul.

PW
Peter Ward24 August 2021

Paul has been my Financial Advisor for over 25 years He is professional, acts with integrity always and gives me frank and fearless advice. During the Royal Commission Paul kept me up to date and that erased my concerns greatly Good value and always contactable

GK
Gregory Kemp22 August 2021

Paul always ensures he understands your needs as he helps you develop your financial plans into the future. I have benefited from Paul's guidance for about 25 years. He is well supported by professional staff.

GN
Geoff Nowland10 April 2021

It has been a great experience working with Paul and his team since 2014. My wife and I cannot speak highly enough about the professional approach that the entire Paradigm advice team have provided on our journey. Paul and his staff have always been approachable, professional, patient and understanding when explaining strategies and concepts to us. We are grateful for their guidance.

JQ
John Quinlan5 March 2021

We have been guided Paul and his colleagues at ParadigmAdvice for 20 years now. They are always very patient and understanding when explaining new strategies and concepts. This gives us great confidence in the advice provided, and once agreed, strategies are always implemented quickly.

Financial advisers & planners in Adelaide compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Adelaide are compared.

RankProviderRatingReviewsOpen Sat.
1paradigm advice (this page)★ 5,011No
2MFA★ 5,056No
3Anchor Wealth★ 5,052No
4Pride Advice★ 5,011No
5Wealth Evolution Financial Planning★ 5,04No
Contact
+611300661551paradigmadvice.com.auLevel 1/195 Melbourne St, North Adelaide SA 5006
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed