Super and retirement platform MLC Expand has launched an end-of-financial-year toolkit for advisers that includes a range of materials practitioners can share with their clients.
“We know that the lead-up to end of financial year is one of the busiest times for financial advisers and their back-office teams,” MLC Expand chief executive Liz McCarthy noted.
“At MLC Expand, we’re committed to partnering with financial advisers and doing whatever we can to help save them time to allow them to get back to doing what they do best – serving their clients.”
The toolkit includes materials advisers can use to assist in providing end-of-financial-year advice to clients, as well as flyers, newsletter articles, how-to guides, concept cards and social media tiles.
“MLC Expand’s technical services team has developed an industry-leading toolkit to help advisers communicate with their clients during this busy period and ensure they’re looking for opportunities to maximise their client’s position before the end of financial year,” McCarthy said.
MLC Expand head of technical services Jenneke Mills recognised advisers are increasingly looking for more help around the beginning and end of the financial year as clients want advice on what opportunities exist before and after 1 July.
Further, Mills acknowledged clients also frequently look to their financial adviser for confidence that they are prepared for what is coming next.
“That’s driving the need for practical tools and guidance to help advisers navigate change and support clients in an uncertain economic environment,” she explained.
Financial advisers using MLC Expand can access the toolkit by visiting the technical library within the firm’s adviser portal. They can also access white-labelled versions of all content and resources that they can brand for their own customers.
MLC Expand has been increasing the services it offers to financial advisers and their clients this year, most recently enhancing the retirement phase of its MLC Retirement Boost income-for-life option.
