Informed Decisions |
We will be fully informed of the
relevant facts before making any recommendations. |
Confidentiality |
All financial and personal information
obtained will remain strictly confidential. |
Responsibility |
We will fairly evaluate the impact
of bearing some of the risk yourself when this
option is considered to reduce premiums. |
Recommendations |
Key recommendations made in writing. |
Uniform Projections |
The likely long-term effect of our recommendations will be projected using
recognised uniform calculations. |
Alternatives |
Where more than one solution is appropriate for the same problem, we
will present alternatives and explain the differences. |
Free Look |
Executives and employees will have 14 days after receiving the policy
documents to confirm their decision. |
Declared Charges |
We will declare our charges in full and explain what services
you can expect in return. |
Single Contact |
We provide a single point of contact for queries and advice
and attend to written and telephone requests promptly. |
Staff Communication |
We will communicate to staff the impact of their workplace
superannuation and related products. |
Updates |
We will provide prompt advice of any changes in legislation
likely to impact the company or it's employees. |
Equal Access |
We will provide personal financial counselling and specific
advice to any staff as requested regardless of level. |
