Corporate Super
JPM Investment Group specialises in providing corporate superannuation and business superannuation service and advice to a range of businesses across Australia. Our diverse corporate and business client portfolio ranges from listed public companies to the family run business with only 5 staff.
Some of the services which we offer within this sector is as follows:
- Review, analysis and research your present business superannuation provider to ensure that it is appropriate to your current business.
- Annual to half yearly staff presentations to provide them with an update on the markets, economy and the latest legislation or financial planning strategies which might be relevant.
- Assist with policy committee meetings in the ongoing review and maintainence of your corporate superannuation fund.
- Group life, total and permanent disability, trauma and income protection policies.
- One on one financial planning meetings with the staff.
- We are also available to your human resources department to assist with any technical questions which may relate to superannuation, redundancy or any other matter which might be relevant to our area of expertise.
Some of our current corporate superannuation clients include:
- Brown Consulting (Australia)
- Linfox
- Black Cabs Combined
- Sleepmaster
- Symbion Health
JPM Investment Group takes a unique approach to servicing it's clients within this field, in that we take an active position on the market rather than a set and forget philosophy. This active management process ensures that the staff are well informed about the current market, newopportunities and the economic outlook. It allows the employees to take control of their financial future rather than feeling like a passenger.
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