Overview of services - Technical Support

Paragem provides value-adding technical support services.  Technical support services include access to investment research, technical support and paraplanning services.

Research

• Monthly investment bulletins and periodic economic updates
• Research on managed funds and direct equities leading to approved product listings and authorised investments
• Research on non structured investments
• Portfolio construction information and recommendations
• Additional research on request including boutique funds research

Technical Support

• Technical advice and hotline support including access to superannuation service support on compliance and regulatory issues
• Technical bulletins and updates on wide-ranging technical issues
• Financial plan templates and standard pro-forma documents to streamline service delivery

Paraplanning

• Quality plan preparation delivered electronically for timely advice management
• Strategy construction and analysis of strategy alternatives based on the most appropriate information provided
• Technical calculation management, analysis of data and calculations development
• Plan template guidance and consulting for efficient plan development