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The success of our products and solutions comes from Insignia Financial’s commitment to people, consistent performance and outstanding service. Our focus is on delivering what matters to help people feel confident about their financial future.
Benefits for members
We offer a broad range of benefits to super members:
- ability to invest in our award winning MySuper option or choose to customise your own portfolio from our vast range of managed funds, shares and term deposits
- flexible and competitive insurance benefits
- access to online and face-to-face education, guides, interactive tools that aim to increase financial knowledge and wellbeing, and
- simple and transparent fees.
Supporting superannuation fund employers
Employers who use IOOF superannuation solutions for their employees benefit from:
- a dedicated service team to assist with onboarding and account management services, including newsletters, a tailored plan summary, policy committee support, comprehensive reporting and an employer education portal
- ability to invest in our award winning MySuper option or choose to customise your own portfolio from our vast range of managed funds, shares and term deposits
- easy super administration utilising our online super administration system and clearing house service, and
- workplace and digitally delivered financial education for employees, informed by data to ensure topics are personalised and relevant.
Investment clients
With the guidance of a financial adviser, clients can reach their financial goals through a range of award-winning investment capabilities including diversified multi-manger funds managed by MLC Asset Management.
Financial Adviser network
Central to Insignia Financial’s strategic opportunity is creating value through delivering improved financial outcomes for every Australian, through more affordable and accessible advice. Insignia Financial’s extensive network of advisers provide a broad range of financial advice services based on client needs – from guidance and coaching to episodic and holistic advice.
Insignia Financial looks to empower its aligned network of financial advisers to provide enduring value to clients including:
- helping them identify and meet their goals through individually tailored plans
- keeping them on track to achieve their goals even when circumstances change
- contributing to the financial literacy in Australia, and
- giving clients, and their families, peace of mind about their financial future.