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See how Citi is taking steps to help mitigate the effects of the pandemic, from helping clients to providing relief through funds to frontline healthcare workers, organizations such as No Kid Hungry and more. Despite the pandemic limiting options for group events, Citi was determined to do our part through meaningful volunteerism. The Citi Plex Account is a new digital checking and savings account built to make managing money simpler, smarter and more rewarding. Community Development Financial Institutions do more than provide capital, they level the playing field for communities and populations at risk of being left behind. Market attention has focused on the bearish potential return of the U.

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Paradigm investment advisors

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Having all of your financial professionals in one place will save you time and reduce your legal and accounting costs. Learn More. Fee-only fiduciary investment advice is just the beginning As your wealth grows, your needs become more complex.

Learn how our comprehensive wealth planning services can also help you reduce taxes, protect your assets from lawsuits and divorce and create an estate plan that will provide financial security for your family for many generations to come. Multi-disciplined team of professionals that provide value added advice. At Paradigm Financial Advisors, our multi-disciplinary team of experienced professionals is dedicated to helping you grow your wealth, reduce taxes and achieve financial peace of mind.

You will also be supported by our entire team of experienced professionals that are committed to helping you grow and protect your wealth for your family for many generations to come. Louis area. Institutional Quality Investment Management When your financial security is at stake, there are no second chances and it is critical that you make prudent investment decisions during volatile time periods in the markets.

Proactive Tax Planning Most accountants prepare hundreds of tax returns so they typically do not have time to implement tax reductions strategies for their clients. Why choose Paradigm Group? Your private wealth manager. Partner with us.

Asset Management Discover. Wealth Advisory Discover. Our approach. Get to know Paradigm Group. Karl Fender, OAM. The professional and personalised approach of Paradigm Group in managing my financial assets has provided me with great peace of mind. Their effective investment approach, together with the trusted relationship with my Advisor has allowed me to focus on my business affairs, with the knowledge that all financial decisions are being made in my best interests, in a timely and proactive manner.

Paradigm Group communicates directly and effectively with my accountant to deliver a highly valued and complete service. James Mirams. Director and Senior Advisor. Kerry Laidlaw. Paradigm Group has provided me with investment ideas that I consider unique and have added significant value over time. Paradigm has successfully grown the value of my investment assets through a diversified and dynamic investment approach, and provided me with specific opportunities that create a distinction between Paradigm and other financial organisations.

Peter Maddison. He also undertook a review of rental expectations, her Aged Care fees and Accommodation Bond. These discussions gave my wife and I confidence that we are making the best decisions for her. Paul Hewins. Paul Cooney. Paradigm Group has assisted me in the management of my financial affairs for over 15 years. Over this period, I have sold a business and retired, and Paradigm has been a consistent provider of complex strategic advice across a variety of entities in which investment assets are held.

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