ClearView launches super and pension product
ClearView Wealth has announced it has launched a new WealthFoundations super and pension product, along with a new administration platform.
The product has 14 diversified and single sector investment portfolio service strategies, a LifeStages strategy and a guaranteed cash option.
Every account also comes with the Foundation Assurance benefit at free cost, which can top up a client’s death of activities of daily living total and permanent disability claim benefit when the actual account balance during claim time is less than the dollars invested.
“WealthFoundations is targeted at clients with less sophisticated needs. It complements ClearView’s full service wrap product WealthSolutions,” managing director Simon Swanson said.
“WealthFoundations is ideal for people who want to grow their savings for retirement, need a regular retirement income stream or are transitioning to retirement.”
ClearView has opted for Financial Synergy’s Acurity platform as its administration system, which includes an integrated web front end, and mobile functionality.
AUTHOR
Malavika Santhebennur
Recommended for you
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
