Live where you work and work where you live
Paladin Wealth Group is a locally based, community focused, family owned and operated Financial Planning Practice based in Umina Beach, NSW – the gateway to the Central Coast.
Founded by Gavin Knight, community is at the centre stone of Paladin Wealth Group due to Gavin and his wife Emilia’s strong local ties, having both lived and worked in the Peninsula Area for the past 18 years, whilst bringing up their two adult children Patrick and Olivia in Umina Beach who completed the entirety of their schooling on the Central Coast.
As past Treasurer of the Umina District Chamber of Commerce, Gavin’s decision to base the Practice in West Street - the heart of Umina Beach - was designed around fostering a sense of community to stimulate the local economy, increase community economic heath, sustain a vibrant town centre and benefit from linking the webs of economic and social relationships.
Gavin established Paladin Wealth Group to be the premium provider of wealth management advice solutions to our valued clients.
Business Philosophy
Our main focus at Paladin Wealth Group is to simplify the complexity of the ‘financial unknown’ for each of our valued clients.
Through carefully constructed personalised strategies, we assist our clients to unlock their ‘financial potential’ and provide them with the required tools and ongoing support, to achieve what we like to call their ‘financial freedom’.
Importantly, we also take the time to uncover our client’s ‘financial skeletons’ to ascertain their financial aspirations, apprehensions, fears and desires which can often hold them back.
Finally, we provide our clients with flexibility to build and control their financial future.
Core Values
We operate under the following core values:
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Only prepare advice for clients where we can add significant value to their financial situation.
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Strive to have long-term professional, meaningful and personable relationships with all of our clients.
Unapologetically, we politely decline meeting with any client who does not wish to a form long-term professional and personable relationship with our Practice.
Commitment
The operational culture of Paladin Wealth Group is defined by:
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Partnering with our clients to take full advantage of every available financial opportunity to build and protect their wealth - no matter their life stage.
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Commit to ensure that the value we add to the financial situation of all of our clients exceed the costs associated with providing advice – at all times.
We offer a holistic approach to financial advice solutions to maximise the long-term benefits for our clients encompassing the following specialised areas:
Let us know how we can help you.
Please inform us of how we may assist you. Reach out to us regarding our financial planning services and wealth accumulation strategies.
Paladin Wealth Group
Central Coast Admin Hub
- Umina Beach
Level 1, 286 West Street,
Umina Beach NSW 2257
Phone: (02) 4341 8440
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