Heron Advisor

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Institutional Superannuation Consulting Services

Product Advisory Services & Project Management

  • Advice about market trends and product developments
  • Advice about product improvement/features for your chosen market
  • Working with you to make the changes required or building the required business aspects for the product or service
  • Working with insurers to improve their products, including market trends, product benchmarking and rating and product development

Product Research & Assessment Reports

  • Research and assessment reports covering superannuation and pension products
  • Product research for your product management team

Product Benchmarking & Rating Service

  • Comprehensive information about the features, benefits and fees for the major commercial master trusts and industry funds
  • Benchmarking products or product components (eg insurance, investments) against competitor products
  • Utilisation of Quality Star rating logo on product PDS, member and employer communications, web site and promotional material

Appointed Actuary to Multi-Employer Funds

  • Assist multi-employer funds as a whole with actuarial advice
  • Risk/compliance review of actuarial arrangements
  • Appointed actuary to multi-employer sub-plans

Mergers

  • Advice and implementation for merging financial entities eg two multi-employer funds combining
  • Due Diligence
  • Transition Planning

Operational Effectiveness, Structured Risk Management & Cost Savings

  • Advice and implementation regarding management of your superannuation product, including assessing the effectiveness of the trustee board, fund secretariat and fund management
  • Cost benefit analysis relative to your peers in the market
  • Assisting you to identify key risks: covering financial, compliance and implementation risks

Retail and Wholesale Client Care Programs

  • Conducting client satisfaction studies with existing and/or potential clients
  • Undertaking audits to understand your competitive advantage from your clients perspective