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Why choose Mentor?As a Mentor Investor, you have access to a number of solutions to assist you in achieving your financial goals. Together with your Financial Adviser, Mentor provides you with efficient customer service, access to a broad range of investment options, regular communication and easy access to your account information. Benefits of being a Mentor InvestorA competitive and flexible range of products A diverse range of investment choices A selection of insurance options to suit your lifestyle Flexible investment management Information about fund performance A dedicated Client Services team Online access to your investment information A competitive and flexible range of productsMentor offers you access to a carefully selected range of investment, superannuation and retirement solutions including: The Mentor Superannuation and Rollover Division The Mentor Allocated Pension Division The Mentor Personal Superannuation Plan The Mentor Employer Superannuation Plan The Mentor Employee Superannuation Plan A diverse range of investment choicesTogether with your Financial Adviser, you will be able to choose a broad range of investment options from Australia's leading investment managers. Flexible Investment ManagementAs a Mentor Investor you have the flexibility to choose how to manage your superannuation and investments. A selection of insurance options to suit your lifestyleMentor offers a range of insurance options that will enable you to tailor the type and amount of insurance cover to suit your particular needs. Information about fund performanceMentor has aligned itself with Australia's leading fund managers to provide you with a wide range of investment options. Information about the performance of your funds can be obtained by contacting your Financial Adviser or Mentor Client Services on 1300 550 899. A dedicated Client Services teamAny enquiries you may have can be directed to Mentor Client Services - a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Mentor Client Services provides you with quality and consideration that is unsurpassed in the financial services industry. Online access to your investment informationUpon joining Mentor, you will be issued with an Investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with up to date information relating to your account balances and investment details. Competitive fee structureBecoming a Mentor Investor ensures that you will benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost. Tax ReportingMentor offers you detailed reporting and ensures your superannuation and investment information is consolidated for taxation purposes. Automatic RebalancingYou can choose to have your investments rebalanced automatically on a quarterly, half yearly or annual basis. This allows you to maintain control over your investments to ensure they are aligned with your financial goals. |
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