Australia
Discussion List
-
New Xplan features zero in on client relationships
As part of our commitment to reinvesting in our core offering, we’ve been listening to your feedback and making enhancements to key features that can help shift the dial on how you engage with your clients. We know that when clients feel more engaged and more connected to their adviser, they’re more likely to value every…
-
HEAS: another way to access equity from the home
Since 1 July 2019, eligible income support pensioners can top their pension up to 150% of the maximum age pension by drawing down a loan that’s secured against their home. Or any other property they own – even if it’s not their home. Example: A retiree couple wants to make the most of their healthy retirement years by…