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
Lifting the lid on transition
How long does transitioning to a new licensee take and what is involved? These are two of the most common questions from practices considering a move. An orderly and well-managed transition process should take approximately eight weeks, and while it is in the...
How to prepare your business for now
The proposed move to an annual requirement to opt-in clients and obtain their consent prior to charging fees are business transformational. Even if your advice business is already doing these things, ensuring the right processes and structures are in place to meet...
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...