WA Super has expanded its operation by launching a self-directed advice tool accessible through its members online portal.
The new tool, named SuperClick Advice, will enable WA Super members to quickly access super advice to help members plan for their retirement.
The tool integrates with a member's personal and account data, and can be used to set a retirement outcome, review their projection and help implement any changes to keep members on track.
WA Super general manager of distribution and advice Quyen Truong said the tool was about offering members a way to see financial options before seeking out an adviser.
“It will suit members who want to understand more about their retirement planning journey and identify the options they can control or change,” she said.
“It is also a very useful tool for those members who are considering financial advice, but want to do their own information gathering beforehand.”
Ms Truong said that interest in digital advice was growing rapidly and that the new tool would meet that interest.
“Research has shown that members are increasingly becoming digitally savvy and are enjoying the convenience of planning their retirement themselves,” she said.
WA Super partnered with IRESS to create the tool and Ms Truong said it would be a powerful asset to help member’s retirement planning needs.
Eliot Hastie is a journalist at Momentum Media, writing primarily for its wealth and financial services platforms.
Eliot joined the team in 2018 having previously written on Real Estate Business with Momentum Media as well.
Eliot graduated from the University of Westminster, UK with a Bachelor of Arts (Journalism).
You can email him on: [email protected]
Companies, investors and other stakeholders have been urged to provide feedback on draft sustainability reporting standards.
The corporate regulator said the adviser failed to prioritise his clients’ interests over his own.
Registrations have opened for the New Broker Academy, a free event set to help financial advisers who want to switch to a career in mortgage and finan...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.