The National Australia Bank’s corporate super arm has launched a free online financial advice tool, with phone advice and portfolio management services.
Offered through Plum – the corporate superannuation provider within NAB’s wealth division – the service aims to allow “members to tailor content according to their life stage and generate a statement of advice”.
“We are able to offer people the right advice at the right time and already people are embracing the tool,” said Plum managing director Lara Bourguignon.
“We developed the new online limited advice service in response to member feedback, and have delivered a unique experience with personalised retirement adequacy projections.
"The feedback has been overwhelmingly positive and members value this tool as it shows all the performance levers available to maximise their retirement position including, how investment returns impact their position at an individual level.”
The service has already generated more than 2,400 self-service statements of advice in the two months it has been available to members.
Stimulate new ideas. Stimulate new thinking. Top up your CPD points and hear from industry experts with ifa’s Knowledge Centre. Keep up to date with the latest trends and reforms, all while adding to your CPD hours. Explore the Knowledge Centre now.
IOOF has completed the first phase migration of its legacy platforms and products on new proprietary super and investments platform, Evolve. ...
The Administrative Appeals Tribunal has rejected an adviser’s appeal for review of an ASIC banning order after he failed to show in court. ...
ROAR Software and Fin365 have partnered up for a new integrated solution. ...
Get notifications in real time and stay up to date with content that matters to you.
