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Welcome to the Asset Financial Planners Directory


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Paragon Investment Services Pty Ltd

4th Floor 3-5 Bennett Street
EAST PERTH
WA 6004
AUSTRALIA
08 9202 1833
08 9421 1744
Martin Watson - Certified Financial Planner
martin.watson@apfs.com.au

Member of:
FPA member
Other memberships:
SIA(Aff) AAIBF(Snr)
Licence provider:
Self licensed or privately owned group

Dealer Group:
Genesys Wealth Advisers
Level 2 240 Beecroft Road
EPPING, NSW 2121

Profile

We Provide Financial Peace of Mind

Our business has been established to provide financial planning advice to those clients who value personal service at a reasonable price.

We aim to build long term relationships and our fee structure is built around that.

We do not try to ’churn’ clients.

We do not want to ’set and forget’ that it is your money.

We do not try to achieve unrealistic returns.

We do want you to have peace of mind and be able to sleep at night knowing your money is under control and working for you.

We do want you to be proud to refer your friends and family to us because of your satisfaction with our service.

We provide advice in the following areas:

  • Retirement Planning
  • Superannuation
  • Allocated Pensions
  • Self Managed Superannuation Funds
  • Estate Planning
  • Wealth Creation Strategies

We also pride ourselves on our ability to simplify the investment terminology and put it in words you understand.

It is your money and you have an entitlement to understand exactly how it is being invested

  • to that end we have a total transparency policy in regard to your investments. There is no question you cannot ask about your investments.

    We look forward to being able to assist you with your retirement peace of mind.

    Speciality Details

    Retirement Peace of Mind

    including:

    Superannuation,
    Allocated Pensions,
    Self Managed Superannuation Funds,
    Wealth Creation Strategies,
    Estate Planning
    and much, much more

    Investment & Superannuation planning
    Superannuation
    Corporate Superannuation Advice
    Self Managed Super
    Comprehensive Financial Planning
    Education Funding

    Remuneration
    Combination of fee only and commission based

    Risk insurance & Estate planning
    Term Life Insurance
    Disability Insurance
    Income Protection
    Wills

    All care has been taken in the compilation of this directory. However we cannot guarantee the quality of any financial advice given by organisations featured and the listings do not represent a recommendation of any particular organisation. Investors should conduct their own due diligence before proceeding to appoint a financial planner.

    • To make changes to your existing listing please freecall 1800 456 900 or email assethelp@brw.fairfax.com.au

    To list your company details in the Asset Financial Planners Directory goto www.assetmag.com.au