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

Opportunity knocks – the demand for financial advice post-pandemic

Opportunity knocks – the demand for financial advice post-pandemic

These past couple of years have been tough for our industry. A pandemic, the Hayes Royal Commission and the countless legislative challenges that follow means life and business are in a state of flux. While we aren’t sure of what the future holds, there are...

Don’t waste a crisis

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...

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