Supporting advisers is central to our business – because we know the stronger our support, the better outcomes advisers can deliver to their clients.
Our ClearChoice insurance range, and our WealthFoundations and WealthSolutions superannuation and investment ranges, are all designed to be flexible and fair.
This means advisers can tailor the product to meet a client’s individual needs and budget. Products are also designed for longevity, keeping up with evolving circumstances.
The simplified design focuses on delivering key features and benefits without costly frills. The resulting product solutions are competitively priced and backed by excellent ongoing service.
Underwriting and new business processing
Our insurance and wealth products are designed to make new business processes quick and easy. This starts with our personalised, high-touch local team, trained to recognise that every customer is different and important. Our tech-enabled platforms help us to accelerate response times and deliver on our objectives of delivering comprehensive cover and optimal investment outcomes.
Claims and benefits
Our business is about helping Australians to grow their wealth, and about paying claims in times of need. We make it easy for advisers and their clients to go through the claims process.
We also know that in challenging times, responsiveness and compassion are called for – our service teams pride themselves on the quality of their care.
ClearView publishes regular articles of interest for advisers. Clear Insights publishes perspectives mainly about insurance, while Wealth Update covers investment matters.
We believe relationships matter. Good relationships depend on both knowledge and responsiveness – and this is what our business development managers, operations teams and senior leaders are good at. Our ongoing investment in technology will help you run an efficient, growing business.
Which is why we’ve won multiple industry awards, recognising the quality of our adviser service.
ClearView has consistently been an active campaigner for the value of personal advice, underpinning the financial advice industry’s bright long-term future.
We continue to push for public policy that will make advice more affordable and accessible, while supporting consumer protections. We are strong advocates for the value of advice, stable life insurance commission rates, increased accessibility to advice, and for simplification of the advice process.