Expand: from low-cost Essential to full-service Extra Expand: from low-cost Essentialto full-service Extra
| Having trouble viewing this email properly? View online | | | | | | | | We understand that your clients may come from a wide range of financial situations, with a diverse spectrum of needs. That's why the Expand platform offers two highly rated products to meet all your clients' super, pension and investment needs, plus insurance cover from leading insurance providers. |
| | | | | Where value meets quality | | For clients with simpler needs, there's Expand Essential. | | • | A low-cost, high-quality investment wrap solution | | • | 20 ready-made, diversified multi-manager portfolios | | • | Managed by our award-winning Investments Team |
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| | | | | Where choice meets customisation | | For clients with more complex needs, there's Expand Extra. | | • | A sophisticated, full-service wrap solution | | • | Choice of over 500 managed funds, S&P All Ords Index, term deposits and annuities | | • | More ways to build customised portfolios with ease | | • | Competitive fees and access to family fee aggregation |
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| | | | With seamless transition between the two products, it's easy to move your clients from Expand Essential to Expand Extra whenever the time is right. |
| Award-winning
Expand is a highly rated, award-winning platform. | | | | | | |
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| | Important information | | Expand Essential and Expand Extra Super and Pension are issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFSL 230524. Expand Essential and Expand Extra Investments are operated by Navigator Australia Limited (NAL) ABN 45 006 302 987, AFSL 236466. IIML and NAL are companies within the Insignia Financial Group. The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/ AFS Rep No. 1280401 Chant West rating (assigned March 2023) is limited to General Advice only and has been prepared without considering your financial situation. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time. You should seek independent advice before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to chantwest.com.au for full ratings information and our FSG. Read the offer documents and target market determination available at myexpand.com.au to consider if Expand is right for you. |
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