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Whether we are building an investment portfolio or planning for
the achievement of our clients' financial goals, we recognise that
financial decisions cannot be determined in a vacuum.
Our approach to investment management starts with the need to establish
firm goals for the future use of capital.
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We
then build an investment strategy that takes into account,
for example, time horizons for investment and risk, and sets
investment milestones and provides for regular reporting on
performance.
All our clients wish to maximise investment returns at an
acceptable level of risk and build for themselves financial
security. We work with our clients to identify their broader
financial goals. |
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We help them to identify their values, their priorities,
their dreams and their life goals.
Only when these are clear can we and they make informed financial
decisions that contribute to the achievement of their goals.
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Ultimately, this
gives clients peace of mind about their finances because they
know that their financial decisions are in balance with the
other values and priorities in their lives. |
"The real
value of any investment portfolio is in the ability it gives you
to meet your broader goals. If you die with a large investment portfolio,
but never took the holiday of a lifetime you’d always wanted,
or supported the children |
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financially when
they needed help, then you’ve probably missed the point of
having it in the first place.”
William Pratt
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Where
appropriate, we encourage our clients to re-think their priorities,
values and plans.
There are other financial planners who can give tax advice,
investment advice and estate advice but no one integrates
and embraces the ‘Paradigm Norton approach’ into
their overall philosophy.
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| In summary, Paradigm
Norton is distinctive because we are in the business of financial
life change.
In all our services, the distinctive of Paradigm Norton is
our interest in the wider aspects of our clients’ lives.
Whether we are building an investment portfolio, planning
the achievement of financial goals, or helping clients to
build a successful company, we recognise that financial goals
and decisions cannot be determined in a vacuum.  |
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