Growing Capability in Financial Advice


This article explores how superannuation funds can grow their capability in financial advice without breaking the bank.

Super funds are increasingly turning to the role of advice in their Strategies which is a major catalyst for member acquisition, retention and growth.

For most funds with established comprehensive financial planning services, using either their own team, an embedded service or fully outsourced, their attention is focussed on providing Intra Fund and Simple Issue Advice in the most cost effective manner. For others, the time is perfect to consider their needs across the entire advice spectrum.

This article recommends seven things you could think about in effectively deploying an advice strategy.

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