Fundamentally, at Paragon we believe that ...
Financial Advice Matters

Paragon provides Insurance and KiwiSaver Solutions, our team being there for you when you need it, to ensure your goals aren't compromised.

Our Financial Advisors provide practical advice and real solutions to help you protect what matters to you most.
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Our Financial Advisors provide independent KiwiSaver advice to help you maximise your benefits whether that be for a first home deposit or build a healthier retirement fund.
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All backed by a team committed to the epitome of client service, from application to claim time and the journey between.
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What to expect from our advisers:

1. Meet and Chat

Meet with our Insurance Advisers to talk over your current situation.

2. Identify

Together we will help identify your goals and needs.

3. Analyse

Our Advisers will assess your current situation and potential needs should the unexpected happen.

4. Report

A report is then produced and presented to you of our recommendations based on your needs.

5. Implement

Our Advisers assist you to fill in the necessary forms to apply for your insurance.

6. Review

Your Adviser offers an annual review to ensure your cover continues to meet your needs and is always available should circumstances change.

Paragon provides Insurance Solutions for Life, our team being there for you when you need it, to ensure your goals aren't compromised.

Our Financial Advisors provide practical advice and real solutions to help you protect what matters to you most.All backed by a team committed to the epitome of client service from application to claim time and the journey between.
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Financial Advisors John Harrison, Steve Teague, Lewis Beattie, Brenda Green and JB Burger use the SHARE advice process and compliance procedures.
The public disclosure document can be found here:
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Important Information to Know - SHARENZ

As part of the Paragon team all advisers are required to:
Comply with the Code of Ethics
Attend regular professional development training
Professional Indemnity Insurance - In compliance with the Code of Ethics all Paragon advisers have Professional Indemnity Insurance.
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