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
What makes an advisers CVP compelling?
The current environment is a great time for advisers to reset their business and hone their customer value proposition (CVP) so they are well positioned for opportunities going forward. Three advisers offered their insights on how they were positioning their business...
Franking credit sting for SMSFs
If the Labor Governments proposed legislation to limit the refunding of franking credits is passed, it will have a significant impact on retirement savings. According to Plato Investment Management’s managing director Dr Don Hamson, while the changes are aimed at...
Industry funds’ advise arms grapple with their demons
The next few weeks are very important for the advice profession as the Royal Commission moves away from the private sector and into the superannuation arena via a review of industry funds and their advice arms. We are finally heading toward a reality check around the...