We are a privately-owned wealth advisory firm that works with clients to enhance and preserve their personal wealth. Due to our extensive experience working in this area, we have developed an insight into appropriate and effective strategies that help clients meet their financial and lifestyle objectives.
We always act in the best interests of our clients to provide advice that meets their objectives, financial situation and needs. We have a fiduciary duty, which is both a legal and ethical obligation, to put client’s interests ahead of our own.
In line with this, and being a true professional services firm, our services are offered on a fee for service basis via a transparent remuneration model. All service fees are discussed and agreed upon in advance and we do not earn commissions or separate payments from any investments or services we recommended. All strategic and investment recommendations are formulated after careful analysis and are made without any outside influence from product or service providers.
Licensing Details
Peter Keogh (Authorised Representative No. 253538) and Counterpoint Private Wealth Pty Ltd (Corporate Authorised Representative No. 1238892) are Authorised Representative of Paragem Pty Ltd (AFSL No. 297276 and ABN 16108571875). Paragem’s contact details are as follows:
Email: info@paragem.com.au
Phone: 02 8036 6490
Web: www.paragem.com.au
You can view Peter’s current Financial Services Guide here. You can view the Privacy Policy of Count Ltd, the owner of Paragem Pty Ltd, here, and Paragem’s Complaints Process here.
General Advice Warning
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
When preparing the advice we offer, we take into consideration your total position and advise how to best maximise your current situation and build on it to achieve your objectives. Our holistic advice can cover the following main areas:
We will work with you to define your financial and lifestyle goals, to make sure you have the right investment strategies and structures in place.
All portfolios are tailored to personal circumstances and managed in line with your personal objectives. Our approach to asset management is not set-and-forget, but rather one where strategic changes are made when underlying fundamentals suggest rebalancing portfolios is necessary or your situation has changed and your portfolio needs to be rebalanced to account for this.
Superannuation is a key component in the providing for your future wealth and financial security. We advise on all aspects of superannuation, including the development of contribution and pension strategies; management of investment portfolios; and ensuring your benefits are properly incorporated into your estate plan. We also advise on the ongoing management of SMSFs.
Insurance is an often overlooked area of personal and financial life goals; no one likes to think now about what insurable events might happen in the future. Our job is to ask you the right questions to ensure that you and your family are covered for unfortunate events. We will discuss your life, total and permanent disability, trauma and income protection insurance needs.
There are many things to consider in a carefully constructed estate plan (e.g. Wills, Powers of Attorney) or succession plan (e.g. business ownership, buy/sell agreements). For this reason, we work alongside specialist solicitors to ensure every aspect of your personal, business and financial life will be dealt with in accordance with your wishes.
Founder and Principal Adviser
Peter holds a Bachelor of Business with Honours, a Graduate Diploma of Applied Finance and Investment, and has met the rigorous requirements to achieve the Certified Financial Planner designation – the highest certification available to financial planners worldwide. With over 25 years’ experience specialising in assisting individuals and families grow and maintain substantial personal wealth, Peter has extensive experience in providing strategic planning advice and developing solutions to ensure his clients are positioned to achieve financial security.
Paraplanning
Dana holds a Diploma of Financial Services and an Advanced Diploma of Financial Planning. Dana’s many years working in both private and corporate financial services businesses have made her highly experienced in dealing with the full range of administration and technical issues clients face. In her role as Paraplanner, Dana works with clients from initial contact and planning through to ongoing strategic and product advice provision. Dana and Peter have worked together for over 10 years.
We are a small firm that maintains close relationships with all of our clients, which ensures a proactive approach to all aspects of our client’s financial affairs. Our clients come from many different backgrounds and occupations, with varying levels of financial needs and complexities. Our services best suit people who appreciate the value of professional advice and want guidance across their full financial situation.