Provides a guaranteed regular income for your clients’ lifetime regardless of how investment markets perform or how long they live.
Provides a guaranteed regular income for a fixed term your clients choose regardless of how investment markets perform with flexible capital return options at maturity.
Aged care solution
A specialist investment designed to help people moving into residential aged care. It provides guaranteed regular income for life, with a lump sum payable to your clients’ beneficiaries or estate upon death.
Guaranteed Personal Superannuation
A superannuation fund that offers low risk investments that can help provide your clients with some certainty for their superannuation savings.
Guaranteed Allocated Pension
An account-based pension that can provide your clients with the certainty of a guaranteed rate of return for a chosen timeframe whilst receiving a regular income as part of their retirement strategy.
Guaranteed Income Fund
A managed fund available via platforms that provides known, secure monthly payments over the investment term as well as the payment of a known maturity value at the maturity date.
Guaranteed Pension Fund
A managed fund available via platforms that provides known, secure monthly payments made up of both capital and income over the investment term.
Guaranteed Annuity (Complying)
Designed to accept money rolled over from a self-managed super fund that is currently paying an asset test exempt income stream so that the asset test exemption can be maintained.