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
Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery amid a complex regulatory environment and growing investment universe.
Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors.
While Australia prepares for the $3.5 trillion intergenerational wealth transfer, two female advisers have discussed why women may be detracted from seeking advice and the impact of the gender imbalance in the industry.
ETF provider Betashares has launched a global bond ETF as investors pour billions into cash and fixed income ETFs.
