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In today’s competitive investment environment advisers need to work harder and smarter to service and retain clients. Rather than spending time researching, dealing with the burden of paperwork, and the risk management side of investments, advisers should be spending more time on helping clients achieve their strategic financial goals and objectives, while still allowing them to implement effective investment choices.
This has led to an increase in demand for multi-manager solutions and both advisers and clients have reaped the benefits of outsourcing the investment function. Research that we undertook discovered that there was a relatively high level of satisfaction of investment experiences regardless of the method of implementation. In other words, clients like to see their advisers produce a holistic plan that helps them achieve their long-term goals and objectives and are less troubled by the method of investment vehicle.
Our new Pursuit Focus Investment Service will be available from next week. It allows you to manage the investment part of your financial advice offering in one place – simply, easily and cost-effectively – without compromising on quality. In a compact platform, you benefit from a choice of 11 well-rated multi-manager solutions. To find out more about these solutions visit ioof.com.au/investment-central
To find out more about Focus IDPS or our multi-manager investment solutions, contact your Client Solutions Manager.
IOOF Investment Management Limited | ABN 53 006 695 021 I AFSL 230524 is the issuer and the Responsible Entity of IOOF MultiSeries. The information contained in this article is general advice and is not intended to be a substitute for specific investment and/ or taxation advice and does not take into account your objectives, financial situation or investment needs. IOOF recommends that you seek advice from a licensed and qualified financial adviser and/or tax agent and read the relevant Product Disclosure Statement before an investment decision is made.