Success Planning offers a range of wholesale services to our partners as a valued addition to the partners core offering.

Contact us now to see how we can value add to your employee benefits and work together to free you up to concentrate on your core business activities.

These services can include but are not limited to:

-Employee Protection Presentations,

-Advice on superannuation funds including consolidation, Asset Allocation & salary sacrifice contributions for all staff

-Advice on Continuation Options from industry superannuation fund insurance for new or existing employees & partners

-Advice on Binding Death Benefit Nominations (BDBN) and the use Nomination of beneficiaries if a BDBN is unavailable in the current employer/industry fund

-Advice on moving personal protection products into superannuation if held directly outside of superannuation for all staff

-Advice on any employer protection benefits (group cover) and analysing any 'double-ups' for employees

-Advice on any protection cover for employees already held in industry funds and whether the current benefits and definitions will reduce over time or change to the detriment of the members without notice.

Partners can be:

Employers from any industry

Recruitment Specialists

Human Resource Professionals

Financial Advisers

Accountants

Lawyers

Stockbrokers

Mortgage Brokers

General Insurance Brokers

Australian Financial Services Licensees

Associations, and

Sporting Clubs or common interest groups.

Contact us today to see how we can add to your employee benefits & work together and free you up to concentrate on your core business activities.