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
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.
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...
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