Service · Retirement Funds
Retirement funds, demystified.
We help you choose, monitor and govern the right fund for your people — and we sit beside your employees as they make sense of it.
01
What it means
Your retirement fund is the single biggest long-term benefit your business buys for your staff. We give you an independent view of the umbrella or standalone fund you're in — the fees, the default investment strategy, the service levels, and the member experience — and we keep watch on all of it on your behalf.
02
Who it helps
- Employers in umbrella funds who don't know if they're getting the best deal
- Standalone fund boards that need an independent benefits consultant
- HR teams fielding fund questions they were never trained to answer
- Employees who don't know what they're contributing to, or why
03
Common employee questions
How much will I get when I retire?
We'll show you a real projection based on your current contributions, salary growth and time to retirement — and what to change if the number isn't enough.
Where is my money invested?
Every fund has a default investment strategy. We explain what yours is, what it's costing you, and whether it's right for your stage of life.
What happens if I leave my job?
You have options: preserve, transfer or withdraw. We walk you through the tax, the long-term impact, and what most people in your position should actually do.
04
Employer outcomes
- →An honest, benchmarked view of the fund you're paying for
- →Lower fees and better default strategies where the market has moved on
- →A governance trail your management committee can stand behind
- →Staff who actually understand — and value — the fund you provide
Want a second opinion on your fund?
One short call. We'll show you what an independent retirement fund review looks like.
Book a fund review