Adviser Feedback
Q) Have you experienced growth in the past year and if yes, where has it come from?
Yes, mostly in the area of superannuation and roll-overs. We have a lot of corporate clients and we get new clients that way, when the corporate clients get new staff, and their partners too.
We've also picked up new clients with roll-overs.
There would be about 100 new clients this year that we have gained in this way.
We also offer risk business but there hasn't been a real growth there in terms of new clients, it has stayed about the same.
There has been a growth of business with existing clients as well, I would say with about 200 of them. Either through superannuation or risk association, many have been superannuation customers and are now risk customers as well, or vice versa.
Jim Browne
Integrated Financial Solutions P. L.
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