wealth management_lowres for web_b-w (1)Superannuation is important for the future wellbeing of everyone and is a requirement for all businesses, but few organisations effectively leverage it as an employee benefit. Our Corporate Services division will work with you to maximise employee engagement, optimise the benefit that individual members derive and enhance the value you add to your people’s lives.

The benefits of employment should extend beyond a pay cheque. Employers that embrace their employees and care about their long-term wellbeing should invest in helping them make informed decisions about wealth creation, risk management, tax planning and start capitalising on corporate benefits above one’s take home pay cheque.

The lack of clarity around current and future economic conditions is one of the most frequently cited reasons for disruption or non-adherence to financial plans. To address this, we aim to educate through one on one meetings and targeted seminars facilitated by our Corporate Services team.


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Employers

  • Independent Industry Expert
  • Superannuation Policy Committee
  • Legislative Updates
  • Account Management
  • Industry Bench Marking
  • Educational Seminars Facilitator
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Individual Members

  • Superannuation
  • Employee Share Purchase Plan
  • Life Insurance
  • Investment Advice
  • Estate Planning
  • Salary Sacrifice
  • Insurance Claims Management
  • Tax Planning
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Education

  • Employment Benefits
  • Online Tools
  • Seminars/Webinars
  • Financial Plan Preparation
  • Adviser Helpline
  • Face-to-face Adviser Meetings