The next best thing to your own license
We believe businesses have the power to change the world and that what they do matters. We are committed to successfully transforming the advice industry through great practices and bolstering excellent people to do amazing work. We keep the consumer in mind in our journey to helping advice businesses drive better outcomes for all Australians.
We provide the freedom and flexibility for advisers to promote their own brand, build their own value proposition and select the platforms and products that best suit their clients’ needs.
Paragem provides a total service package to its advisers, enabling Practice Principals to focus on their clients and growing their practice. As we’re a small business, you’ll have a direct, personal relationship with our executive team, who provide expert answers quickly, so you can keep moving.
Hear from our advisers
Stinton Wealth Management
Matt Stinton, Director & Principal Adviser at Stinton Wealth Management, shares his thoughts on what advisers should look for when selecting a licensee and why Paragem was the right fit for his practice.
Stinson Hastie & Co
Peter Hastie, Principal Financial Planner at Stinson Hastie & Co, shares why compliance support, adviser culture and professional development were key reasons they chose to partner with Paragem.
Financial Planning Managers
Louise Parker, Principal Financial Planner at Financial Planning Managers, takes some time out to chat about her business, and her journey as a Paragem licensed adviser.
Ford & Scott Financial Planning
Tim Scott, Principal, Ford & Scott Financial Planning, shares his journey on how he has redesigned his practice with Managed Accounts partnering with Lonsec and how important client education is, especially given our fast moving world.
Ford & Scott Financial Planning
Tim Scott, Principal at Ford & Scott Financial Planning, shares what they were looking for in a licensee and why building a Client Value Proposition, accessing the right technology, and licensee support was so important to growing their business.
Latest Updates from our Blog
Don’t waste a crisis
I have heard this said a few times now in different contexts – ‘don’t waste a crisis’. It makes me consider what this phrase really means in our industry. It seems to me those making this statement are challenging our thinking - do we use these challenging times to...
Friends and community matter to licensees
A logical and pragmatic approach to compliance was just the tonic HLB Wealth needed to move forward with its new licensee.
Making the right transition decision
The pressure to select the right licensee to transition to, made making the right decision the most satisfying part.