Our Services

For companies using our corporate superannuation services we provide:

  • Needs Analysis
  • Market Appraisal and due diligence
  • Tender Management
  • Plan Design and Implementation
  • Transition Management
  • Policy Committee Support
  • Administration Support
  • Economic and Legislative Briefings
  • Employee Benefits and Education

For companies using our group insurance services we provide:

  • Data reconciliation
  • Benefit Design analysis
  • Market Appraisal and due diligence
  • Claims Management
  • Underwriting Management
  • Administration Support and Management

In the provision of personal financial advice:

  • Investment Advice
  • Investment Monitoring
  • Retirement Planning and Transition to Retirement
  • Insurance Planning
  • Claims Administration
  • Savings Plans