Client Info

This page contains useful information for both existing and prospective clients.

Financial Advisers: The Facts and the Fiction.

Although originally designed for defence personnel, this video presentation encapsulates the Paramount philosophy. Click on the preceding link to open the video.

Client Investment Portfolio Portals:

Below are links to client portals. Click the relevant link to access details of your portfolio:

Note, to use any of these, you must first have registered with the provider. Please contact us for details on how to register.

e-Clipse Super   e-Clipse UMA  Finsimplicity

Asgard/Compass/eWrap       BlackRock SMA      AXA North

Insurance Quotation Tool:

Would you like to get an idea of how much a certain amount of life, total and permanent disablement, trauma or income protection cover might cost you with various insurers?

To utilise our insurance quotation tool, click the preceding link.

Helpful General Information:

Our licensee, Fortnum Financial Advisers, through their Financial Knowledge Centre, provides interesting articles, videos and calculators, all of which are updated monthly.

To view the most recent of each, click on the relevant link below:

Articles    Videos    Calculators

Get Up and Grow

We have developed an e-book designed specifically for prospective clients in their 30's & 40's to address the financial planning needs linked to the life events most relevant to those of you in this age group. To access the e-book, click the following link, Get Up and Grow.

Investment Concepts Presentation:

Often, one of the most difficult tasks facing a financial adviser is explanatation on investment concepts to those with little or no investment experience.

Through the assistance of our friends at Zurich Investments, we are able to provide this electronic flipchart which explains investment concepts in a manner that makes it very easy to follow. To view the file, click on the preceding link.

Where in the World are you?

Paramount has clients located all over the world. The red dots on the map below indicate the points on the globe where we presently have clients.

If your location is missing, please email us the details and we'll add you to the map.