Plum’s simpler super
Plum Financial Services has created a new asset allocation tool designed to help members understand their superannuation investment choices.
The online service enables members to select, change and reselect options to arrive at a sample asset allocation, based on Plum’s range of actual investments.
It is intended to provide both experienced investors and those with no investment knowledge with an appreciation of how a range of different investment options would look in terms of asset allocation.
Plum manager of product and strategy Peter Talacko said: “We realised that the more complex your switch options, the harder it can be to determine your actual asset allocation overall without first committing to that switch.”
“By providing our members with these tools they are better able to take control of their own financial future and make decisions to best suit their own particular financial circumstances.”
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