Enabling the future of advice

Paragem provides a comprehensive licensing solution for professional financial advisers seeking to provide high quality financial advice focused on the client.

We provide the freedom and flexibility for advisers to promote your own brand, build your own value proposition and select the platforms and products that best suit your clients’ needs.

Paragem is an industry leading specialist in practice transformation, assisting advisers wishing to embrace contemporary investment solutions such as managed portfolios and separately managed accounts (SMAs). We demonstrate how this can add value for your clients, provide a point of differentiation and build a more efficient, sustainable and profitable business.

Advisers choose Paragem as we provide you with the flexibility to run and grow your business as you see fit, while at the same time you belong to a network of experienced, professional and like-minded advisers. Paragem also provides a safe pair of hands, experienced in governance and compliance.

Latest Updates from our Blog

The end is nigh for the Wrap, not the managed fund

The slow death of managed funds seems inevitable with the arrival of multiple new investment vehicles, but one may do well to remember Mark Twain’s famous quote: “Reports of my death are greatly exaggerated”. In many ways, the last few years in funds management have...

Why planners are leaving their dealer groups … in droves

The financial planning sector is an extraordinary part of the wealth chain because it carries incredible value as a result of its distribution capabilities. The dichotomy, however, is that the sector is trying very hard not to be seen as a distributor as it moves...

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