Family is everything

What it means to be part of the Paradigm Group family

Benefit from a long-term relationship with your wealth partner

Inspired by a need to make a difference, Paradigm Group was founded in 2003 by Patrick Nalty and James Mirams. It grew out of a vision to provide transparent advice and give clients more control over their wealth management decisions. Our team works together to provide a premium service to high net worth clients across asset management, wealth advisory, and SMSF consulting.

Our focus is on you and creating long-lasting relationships. Experience has shown that mutually respectful partnerships are vital to a successful advice and implementation process. And this may lead to better results for you. We understand that gaining your trust may take time, so we work at this in all our interactions.

Our success is anchored in our privately-owned status because it offers significant benefits to you. Ultimately, it means our decisions aren’t influenced or impacted by third parties such as banks. We are a fee for service business who has upfront fee discussions. Our Australian Financial Services Licence (AFSL No. 232 459) allows us the freedom to create client-driven advice and portfolio management solutions.

Get to know Paradigm Group

Privately owned

Fully owned subsidiary of Ironbark Asset Management Pty Ltd.

Our core values

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Client First

Prioritising the client’s needs, goals, and satisfaction in every decision and interaction. It’s about understanding, building trust, and consistently delivering exceptional value whilst fostering strong relationships.

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Smarter Thinking

Approaching challenges with creativity, innovation, and efficiency. We are about being proactive, seeking better solutions, and continuously improving processes to drive results delivering high-quality outcomes.

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Teamwork

Mutual support, and shared goals working together leveraging diverse strengths and perspectives to achieve common objectives. By fostering a spirit of cooperation, respect, and trust, Teamwork enables higher performance, better problem-solving, and a positive work environment where everyone succeeds together.

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Accountability

Taking ownership of actions, decisions, and outcomes. It’s about being reliable, transparent, and committed to delivering on promises, even when challenges arise.

Independent investment committee

Provide Unique Client Experiences

Going beyond the ordinary to deliver personalised, memorable interactions, focusing on tailoring services to each of our client’s needs and consistently exceeding expectations.

Melbourne CBD location

We’re centrally located in Melbourne, but we look after clients Australia-wide. We also have a majority ownership in an Adelaide based business, Advantage One.

FAQ

What’s the difference between financial planning and wealth management?

Financial planning primarily considers an individual’s current financial situation and a plan is developed with investment and risk management recommendations. Wealth management is typically for individuals and families who require a more comprehensive approach. It will usually include in-depth planning and recommendations for aspects such as investment strategies, estate planning, retirement investing, and personal and business personal management.

Why is it important to seek professional advice?

Professional advice can have a significant impact on financial outcomes. A professional Wealth Advisor has appropriate qualifications, knowledge, and experience to understand your personal circumstances, and provide recommendations and advice that will help you build your wealth, manage investments, plan for your retirement, and protect your family and assets.

What does a Wealth Advisor do?

A Wealth Advisor develops a comprehensive wealth management plan that includes strategies to build your wealth over the long term, plan for your retirement, and reduce your financial exposure or risk. They do this by working in partnership with you to fully understand your needs in order to provide recommendations.

How does your advice process work?

We focus on building relationships at the Paradigm Group, so we start the advice process with a conversation. It’s all about getting to know each other so we can develop the mutual trust and respect that’s needed to make relationships work. Through a series of questions and discussions, we’ll seek to understand your current circumstances and where you want to be in the future. We’ll discuss your business and personal goals, and plans for your retirement. From this we develop a comprehensive plan as a guide for your wealth management journey with us. We help with the implementation process and keep communication lines open to assess and review your plan as things change.

Is a self-managed super fund (SMSF) right for me?

There are several things to consider when deciding if an SMSF is right for you.

  • Do you want to take control of your investments and spend time developing an investment strategy and then making investment decisions?
  • Do you want to be held personally liable for all the decisions made by the fund?
  • Would you like to be able to invest in residential or commercial property through your super fund?
  • Have you considered the costs of setting up an SMSF and the ongoing fees to other professionals?
I have decided that an SMSF is definitely for me. But where do I start?

To start a new SMSF, there are a number of important steps you need to take. The first step is to take advantage of our complimentary initial consultation and contact our SMSF specialists to ask any questions you have about the process. If you decide to proceed, our team will guide you through the process of setting up a new SMSF, which includes:

  • Establish trust deed for the fund
  • Registration of the fund via the ATO and ASIC
  • Set up a new ABN and TFN for your fund
  • Open a bank account
  • Develop an investment strategy
  • Rollover existing superannuation benefits
  • Start your new investment plan

Our SMSF specialists can make this all happen for you. Our full end-to-end service takes the administrative headache away from you, so you may focus on more important things.

What are the benefits of Paradigm Group managing your investments?

We treat clients like family, and we welcome you to experience the difference we offer. Our service is relationship-focused and always in your best interest. That’s why we also champion innovation in the options we offer our clients. We have the ability to manage investments in-house with our PMAS service. This means you may invest in a portfolio that is flexible and responsive to market conditions. Adjustments are made by our independent Investment Committee who also manage the objectives, rules and controls of the portfolio models to ensure an optimal outcome.

I'd like to organise an appointment with my adviser. What should I do?

Great, what would you like to discuss? Please click here to book a meeting or email reception@paradigmgroup.com.au.

Can you provide me with my Annual Tax Statement?

Paradigm Managed Account tax statement are available from the Managed Accounts Login portal. Once logged in, click Reporting (left hand menu) and then Periodic Reporting. Select Tax Report and the financial year you require.

I would like to withdraw funds from my super/pension/investment, can you please help me?

Yes we can. You can email, call us or also do it yourself by logging directly into your account to transact. Please have in mind specifically the dollar amount you wish to withdraw, the bank account or investment portfolio will then confirm the transaction with your advisor. 

Interested in joining our team?

Do you want to be a part of a friendly, cohesive team that’s focused on building long-term client relationships and making a difference? We’re always on the lookout for those special one-percenters. We’d love you to join us.