To Provide Great Advice, You Need Access To Great Research
With more than 350 super, pension and investment platforms available in Australia that have a combined 10,000 investment options – not to mention the 52,000 product features and radically different fee and insurance premium structures, it's virtually impossible to conduct your own research.
With so many options available, it's never been more important to ensure the product recommendations you make meet your clients' needs, are competitive, appropriate and align with their 'best interests'.
There's help out there
In an environment where funds disclose data inconsistently, making valid comparisons difficult, you need access to Chant West's suite of market leading solutions for financial advisers.
Our tools and research ensure you have access to data and insights to enable you to make "apples with apples" comparisons of funds when providing product replacement advice.
Switching Tools
The Chant West Switching Tool suite allows you to tailor product comparisons for your clients and compare different strategies against stated objectives, comparing funds across fees, investments, insurance and product features. The tools allow you to:
- calculate administration, investment and other product fees, insurance premiums and strategy implementation costs
- select investment options from a complete list for each product
- model future strategies for your clients
- determine the consequences of switching products, and
- tailor fund details for corporate plans or other non-standard fee structures.
More detailed information about the power of our Switching Tools is available here.
Product research
Our product research captures data and analysis on more than 350 super, pension and investment products ensuring you have quality data at your fingertips to run fund and product comparisons quickly and easily. The fund universe includes industry, corporate, retail and public sector funds, as well as wraps.
With Chant West's product research, you can:
- create detailed fee projections across multiple account balances allowing you to track variations across multiple products and funds
- display group life insurance cover premium cost projections in 5 years, 10 years or to retirement age
- compare investment options and multi-manager investment returns, and
- filter chosen product features, providing detailed analysis across multiple products.
Looking for more information?
If you believe your clients could benefit from your access to up-to-date product research or powerful comparison tools, please contact us on 02 9361 1400 or [email protected] to request detailed pricing information or register your interest below for a 14-day free trial of the Switching Tools.
Product Ratings
Apples ratings on over 250 super funds, pension funds and platform products
Super Funds Pension Funds Platform RatingsContact Us Today To Talk More About Our Research And Tools
CONTACT USDisclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.