Why Pursuit is good for you, good for your clients

The Pursuit Select and Pursuit Core models have been created to work together for you and your clients.

The two models are part of the same platform so your clients can move easily between models in the same product without incurring CGT liability*.

The in-built flexibility within this platform can enhance the sustainability of your business by providing an ongoing super, retirement and investment solution that allows you to create and maintain a long-term relationship with your clients.

The Pursuit difference

• Straightforward and competitive - two models for each product, that are very competitive both in terms of price and features in their respective target markets.
• Choice, flexibility and control - Pursuit provides your clients with a simple platform choice that can be tailored to suit their individual retirement or investment financial needs and goals.
• Our investment menu - Our Investment Research team regularly reviews the investment menu to ensure we provide a wide range of quality managed funds and term deposits to help meet your clients' diverse needs.

Access to Portfolio Online

Portfolio Online allows you to access comprehensive information about your clients' investments from any internet connection.

With an updated range of features designed to be more user-friendly than ever before, Portfolio Online now gives you and your clients greater flexibility in the way you manage and track investments.

With Portfolio Online you can switch between investment options, buy and sell shares, apply for insurance and much more - all quickly and easily from behind your computer.

Next: How to get into Pursuit