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Our Services
Paragem Partners provides a range of specialist comprehensive dealer-to-dealer services essential to the professional delivery of personal advice. Our services are constantly upgraded in line with the needs of our partnered Licensees and representatives.
Compliance & Risk Management
Independent and unbiased advice
Improve business systems
Reduce compliance risk
In today’s environment compliance and risk management are of paramount importance. Our blend of understanding, experience and innovation ensures you will be obtaining the best advice in the industry.
Paragem would be pleased to tailor a program to suit your individual needs, whether simply conducting compliance reviews or working in partnership with you to implement an effective compliance framework.
Professional Development
Keep up to date
Broaden your knowledge
Stay relevant to your clients
Paragem Partners believes that the continual development and education of advisers is a core function of any successful dealer group. Although the accumulation of Continuous Professional Development points is an essential part of remaining compliant, we prefer to plan our Professional Development Days to benefit the Financial Adviser.
Paraplanning
Comprehensive Statements of Advice
Cost effective alternative
Effective use of your time
Efficiency is essential to running a profitable advice business. With this in mind, Paragem Partners’ Paraplanning team offers a cost effective and comprehensive service allowing advisers to focus on relationship-building and other revenue generating activities while having peace of mind that your plans are being produced to the highest standards.
Research
Access to industry leading information
Diverse and specialised content
Smart investigation options
Paragem Partners provides access to the Lonsec managed fund, listed income and listed equities research, SuperRatings ‘Smart’ research and the Morningstar portfolio analysis tools. All of these research houses provide a broad and in-depth range of information and analysis.
Financial Planning Software
Access to industry leading solution
Customised implementation to suit your business
Superior and consistent level of service
Paragem Partners provides access to an industry leading solution: Xplan financial planning software. We offer customised implementation to suit your business and a superior and consistent level of service and support to Licensees and representatives. This is supplied through a combination of remote administration and regular on-site assistance from experienced practitioners.
Practice Improvement
Improving efficiency
Streamlining your business operations
Change management and system implementation
Paragem Partners can provide an objective review of your practice, highlighting how to improve the efficiency and effectiveness of your organisation and assisting to implement solutions accordingly.
While there are several firms in the market who assist practices to define their business strategy, Paragem’s focus is to provide pragmatic, hands-on consultants who can assist to turn your business strategy into operations.
Business Succession & Acquisition
Strategic advice
Maximising business value
Achieving successful transactions
Paragem Partners provides strategic advice to help you continue focusing on your business while an experienced specialist works with you to maximise your business value. This is achieved by developing an appropriate strategy for your goals, sourcing opportunities and managing a successful transaction.
Life Risk Placement
Life risk made easy
Back-office product selection and placement service
Protects the relationship between adviser and client
Paragem Partners make life risk easy through access to the Risk-Easy back office product selection and placement service. This is an outsourced service for advisers who prefer to partner with wealth protection experts to provide risk solutions to your clients. By offering life risk to your clients you can cater to a broader range of their requirements to further develop your relationship; Risk-Easy specialises in personal needs-based advice that is either provided to the client or to the advisers’ practice.
Packaged Solution
Complete package for small to medium Licensees
Total support for your dealer back office
One call away
Our services are flexible and can be tailored to suit a client’s specific needs and circumstances. We also offer a “Paragem Package” which creates a dealer’s complete back-office support programme with the confidence and simplicity of dealing with a single provider.
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