A community of professional advisers
At Paragem, we’ve built a community of professional advisers, to leverage the power of shared experience, run compliant businesses and pursue growth together.
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.
Ford & Scott Financial Planning
Stinson Hastie & Co
Financial Planning Managers
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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