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The Heron Partnership's Quality Star Product Ratings for 2024 are now featured on Heron Advisor.
Heron Advisor's "Features and Cost Comparison" module, in addition to providing a full comparison of product features, for up to 5 products at any one time, it also enables the modelling of the impact of fees and charges of each product over the lifetime of an individual's investment to retirement.
Heron Advisor's "Choice of Fund" module enables comparison of an employer's corporate plan, including the impact of actual fees and charges, with any other Heron Advisor assessed product. It will assist a new employee decide if they should join their employer's default fund or continue membership of their existing fund?
The comparative product ratings and commentary made by The Heron Partnership Pty Limited through Heron Advisor are subjective and are based on analysis of Product Disclosure Statements, information provided by third parties, such as financial institutions, and general market knowledge.
Although this analysis and information is considered to be accurate at the time produced, The Heron Partnership Pty Limited gives neither a guarantee nor a warranty nor makes any representation as to the correctness of the information presented and accepts no responsibility for any inaccuracy in the information provided to it, nor in it's own subjective judgement.
The product ratings and commentary do not constitute financial product advice and have been produced without taking into account an individual's financial needs, circumstances and objectives. The information derived from the website is therefore not suitable to be acted upon as financial advice.
Any individual considering changes to their financial affairs should consult a licensed financial adviser, so that their personal circumstances may be taken into account. In addition, they should obtain a Product Disclosure Statement (PDS) relating to the product/s you are considering and understand the matters detailed in the PDS before making a decision about whether to acquire the product.

Please refer to The Heron Partnership Pty Limited Financial Services Guide.



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