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

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...

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...

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