Providing Lifecare through financial and lifestyle planning for
business owners, professionals and busy families seeking quality
advice and investment solutions.

Paradigm partners with Fitzpatricks Private Wealth,
a leading national wealth management firm.

ABOUT DANIEL ETHERINGTON

Daniel has been in the Financial Service Industry for over 33 years & a Certified Financial Planner since 2001.

ABOUT DANIEL

ABOUT Paradigm Private Wealth

Partnering you to create and protect your family’s lifestyle position along with achieving personal and financial peace of mind is our only goal.

ABOUT PARADIGM

ENQUIRIES OR AN APPOINTMENT

Do you have some questions or need further information then dont hesitate to contact Daniel.

CONTACT DANIEL

OUR APPROACH TO HELP YOU BECOME FINANCIALLY WELL ORGANISED

Our approach involves fully understanding your financial and lifestyle objectives before we assist you in developing and implementing appropriate strategies to ensure success in achieving them.

OUR FINANCIAL PLANNING PROCESS

We focus not simply on investments, but strategies to ensure your goals are achieved and your financial resources are optimised and protected. We will work within constraints such as legislation and economic conditions to achieve your desired outcomes.

Our Financial Planning process encompasses the following elements:

  • Setting clear lifestyle and financial objectives;
  • Modelling the range of possible outcomes and scenario’s based on those objectives;
  • Debt and cash flow management;
  • Wealth protection, risk management and insurances;
  • Effectively managing the impact of taxation;
  • Utilising government assistance where appropriate;
  • Investment planning;
  • Retirement income planning;
  • Estate planning

OUR STRATEGIC ADVICE PROCESS

We take the time to fully understand your needs through a comprehensive process:

Preliminary Meeting

Duration: 1 to 2 hours

This meeting is obligation free and allows you to gain an understanding of our process.

We will discuss your goals and objectives and provide you with a broad understanding on how we can provide a solution for your financial and lifestyle needs and wants.

We will ask you to authorise us to commence the strategy meeting process.

Strategy Meeting

Duration: Up to 2 hours

We will discuss in greater detail your financial and personal issues and gather the necessary information from you to prepare your financial plan.
We will outline the appropriate strategies that we will model in your strategy report.

Preparation/Financial Plan Presentation

Duration: Up to 2 hours

We will develop a written financial strategy specific to your needs.
We normally require 20 to 30 days to do this, providing that we have all the information that we need.
Once completed, we will meet with you again to deliver our recommendations.

Implementation Meeting

Duration: Up to 1 1/2 hours

Once you are completely satisfied your financial plan is appropriate to meet your goals and objectives we will implement our agreed recommendations.

Ongoing Review – Period: 6 monthly or annually

Duration: 1 to 2 hours

We will work with you on an ongoing basis to ensure that the strategy remains appropriate to your objectives, and keeps pace with economic and legislative change.
Any changes to your strategy are made with your full input and control.

Paradigm Financial Consulting Pty Ltd

Suite 6 – 630 Newcastle Street,
Leederville WA  6007

PO Box 355, Leederville,
Western Australia, 6903

PHONE +61 (0)8 9328 5555

Daniel Etherington CFP, Dip FP
Principal

PHONE +61 (0)400 080 025

EMAIL [email protected]

Paradigm Private Wealth Pty Ltd ABN 60 313 647 943 and Daniel Etherington are authorised representatives of Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595, AFSL No. 247 429.