Our Solution: Enabling the delivery of quality advice
Paragem provides a service package to its advisers and practices, enabling practice principals to focus on their clients. You will have a direct, personal relationship with our executive team, who provide expert support quickly, so you can keep moving.
Our services are all inclusive, covering the following:
Licence and compliance
We provide on call access to compliance expertise supported by policies and procedures, annual compliance audits and guidance notes.
Advice model office
Access Model Office and practice management templates and on call support for Xplan.
Help to plan and grow your business
We offer business planning support incorporating benchmarking and marketing.
Access to quality products and investments
Access to major platforms and an extensive APL supported by Lonsec research.
Professional Development
We hold annual conferences, and principal and state based forums.
Agility technology services
We provide you and your practice with preferential access to technology innovation from our corporate partner Agility Applications.