Cbus launches new advice model

23 June 2016

Cbus has launched a new financial advice service model that combines the key elements of professional engagement and technical expertise with an increased emphasis on effective communication and ‘end to end’ service delivery.

The new service model is underpinned by a unique performance planning framework that drives the right behaviours and strictly aligns with the Fund's commitment to provide financial advice services in the best interest of their members and to maximise their retirement outcomes.

The new service model will be the cornerstone of the Fund’s ‘advice over the phone service’ which will be established in-house later this year. Recruitment for 30 specialist financial advice service roles will begin next week and highlights Cbus’ significant growth and strength in this key area.

David Atkin, Cbus CEO, said “I am pleased that Cbus is taking more direct ownership of this important service for our members. Maximising our member’s retirement outcomes is our mission – this new service will help us to help them achieve this goal.”

Cbus prides itself on its ability to give back to members through service innovation and leadership, which includes the successful national retirement seminar program and the landmark financial planning referral service partnership with the Financial Planning Association of Australia.

As a result of programs like these SuperRatings recently assessed Cbus’ existing member advice services as ’Excellent'1. The new advice model will build on this success.

1. Source: SuperRatings Fundamentals – Growth (Cbus MySuper) – April 2016