National Australia Bank owned wealth manager MLC has provided its financial planners with access to an online adviser support centre for end of financial year strategies.
The bank reported it would include an adviser tookit, with a client lead system, strategies and recommendations, information to assist in planning end of financial year campaigns, strategy guides and client presentations.
MLC advice and marketing executive general manager Richard Nunn said the end of financial year is always a busy time for financial advisers and can present opportunities for advisers and clients. "We wanted to create a resource that would support them through this busy period and help them maximise opportunities with their clients," Nunn said.
The centre would be updated on a regular basis with information in the leadup to June 30, and include product information, contribution methods and statement reporting calendar, as well as 2011 Federal Budget analysis and client materials.
