Whitepapers

Rapid Advice Delivery - The Next Generation of Financial Advice

1 Apr 2010

The delivery of financial advice in Australia is on the verge of a massive change. The combination of intense pressure on fees and commissions with new legislation such as “Intra-Fund Advice” will force all financial advisors, dealer groups and major superannuation providers to find faster and more efficient ways to deliver advice services to clients and members. Financial advisors in particular will face new pressures on the common “holistic” advice model, and will need to consider new approaches which are faster and more flexible. The prize for those groups that evolve rapidly will be the ability to engage with members seeking advice, but not willing to pay for existing advice structures, and capturing their single or multiple superannuation accounts.

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Past vs future in super statements - Focus on retirement, not last year

1 Feb 2012

In the Australian superannuation industry, member communications and benefit statements typically focus on the rear-view mirror, emphasising past performance rather than looking at the road to retirement. This paper explains the risks of such an approach and offers an alternative.

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Whitepapers

Rapid Advice Delivery - The Next Generation of Financial Advice

Download:

Past vs future in super statements - Focus on retirement, not last year

Download:

This website, the Provisio software, and the Provisio services (“Services”) do not constitute “financial advice.”

You must be qualified to provide advice. These tools are not toys.

Provisio takes no responsibility for financial outcomes.

Provisio is not liable for errors in the Services.

Know your product before you make a decision.