Why advisers choose smartMonday
At smartMonday, we’re taking a whole new approach to financial wellbeing – getting our members to engage sooner by picturing their working years as weekdays, and their retirement years as the weekend. We’re here to help make their lives better, and yours easier.
We've got your clients covered for life – with accounts for their working week (PRIME and DIRECT) to accumulate wealth; and accounts for their weekend (PENSION) – to provide income in retirement.
A reliable safety net for your clients and their families
Having a reliable safety net in place is an instrumental part of the financial wellbeing equation. At smartMonday, we combine Aon’s global financial strength with a local team of people who genuinely care, to deliver reliable insurance cover and the support your people need in the event of illness, serious injury or death1.
1 Insurance cover for smartMonday members is provided through group insurance policies from a variety of insurers (including AIA Australia Limited, Comminsure, TAL, OnePath Insurance) and held by the trustee on your member's behalf. Cover is subject to the terms and conditions contained in the applicable insurance policy, the interpretation of which will prevail over any information that may be inconsistent with the applicable Product Disclosure Statement and any other related disclosure or information.