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We offer financial planning services through our joint venture interest in Money Solutions.
Money Solutions was formed to deliver low cost “fee-for-service” financial education and financial advisory services primarily to members of industry superannuation fund clients of AAS. Money Solutions also provides services to industry superannuation funds who self-administer, public sector superannuation funds, and corporate employers, many of whom are clients of industry superannuation funds. Money Solutions represents a valuable service offering in line with AAS’s strategy of working with its clients to assist them attract and retain members.
The key differentiating feature of Money Solutions is the provision of single issue advice, that is, members not wanting a complete financial advice package can utilise Money Solutions for specific issues. Complete financial advice packages are also available from Money Solutions.
What Money Solutions Offers
Education |
- targeted to employer clients of superannuation funds and other corporate employers
- products available include financial education programs, on-line education programs and a range of proprietary measurement tools to assess individual’s attitudes to savings
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Telephone Coaching (Financial Advice) |
- provides advice to consumers by telephone. Superannuation funds generally sponsor the first call to a Money Solutions Coach for their members, where that call relates to superannuation issues. If a member wants more advice, the member pays for this separately
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Face-To-Face Financial Planning |
- financial planning service is available for customers who want to meet in person to discuss their situation, or for customers who have more complex needs or are preparing for retirement
- handles financial planning leads from the Coaching and Education businesses, direct leads from superannuation funds, corporate employers, third party relationships with accountants and lawyers as well as direct referrals
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