AGGREGATED ADVANTAGE
AGGREGATED ADVANTAGE allows HNW Planning’s clients and their associates (staff and their families) to join HNW Planning staff in one “larger than otherwise possible” corporate superannuation plan. The resultant cost savings from group buying will be attractive to most potential members currently using an industry fund, a ‘stand alone’ retail fund, or a smaller corporate fund. Members also enjoy continued access to a wide selection of quality investments as well as depth of insurance options.
How can you be advantaged by using HNW Planning’s Aggregated Advantage?
- No need to change funds if you leave one employer for another; by remaining a member you continue to support the group’s buying advantages for all members
- Age-based ‘ready made’ portfolios
- Wide choice of investment; individual discretion can be exercised when selecting investments. There are currently 73 investment choices.
- Females do not subsidise insurance for males as is common with industry funds
- All insurance at very competitive premiums.
- Salary Continuance, Term Life and Total & Permanent Disability insurances available
- Default insurance to comply with ‘Choice of Supperannuation’ legislation.
- Members will receive a PIN & ID so that ‘up to the previous day balances’ can be obtained online when required
- Transfer requests to the fund will be followed up on your behalf
- Access to professional financial planning assistance if & when required
- High quality service from institutional service provider
- Low cost access to a high quality service
