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Latest News

The Heron Partnership's Quality Star Product Ratings for 2024/25 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?

Having Problems?

A surprising number of problems can happen because of "quirky" issues with your web browser settings. If you are having any problems with Heron Advisor, we recommend you try the following:

User Guides

The following user guides outline the strengths and capabilities of each module are outlined, along with a demonstration on how to use each part of Heron Advisor. Screenshots are included to help walk you step-by-step through each of the modules.

The user guides are are available to download in PDF format (Acrobat Reader required) and open in a new window.

Training

While we strive to provide a service which is intuitive to use, receiving professional training allows us to educate you on how to use Heron Advisor, but also how you can use Heron Advisor in circumstances to attract new clients and help retain existing assets under your advice.

This educational session can be a real eye-opener!

Contact Support

Our office hours are 8:30am to 5:30pm Melbourne time.

Email Email: info@heronpartners.com.au
Phone Phone: (03) 9254 4900



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Heron Advisor is a service provided by The Heron Partnership Pty Ltd (ABN 79 100 196 272 AFS Licence 252538)