Ascend

Better. Simpler. Smarter.

Introducing Ascend

With over 35 years of experience in delivering savings & investment solutions to the clients of financial advisers around the globe, we know a thing or two about product design.

Ascend – our new, regular premium proposition has been developed with you & your clients in mind, providing a better, simpler & smarter product that you can recommend with confidence.

Designed by you

Ascend has been designed with your feedback in mind, incorporating…

Simple & transparent investment options

Market-leading returns*

Lower accumulation unit AMC & increased loyalty bonus

100% allocation rate

*Versus peers, using publicly available data, as at 30/09/2024

Supporting the advice process

We have produced  an extensive library of Ascend product literature, to support you in the advice process – visit our literature library & take a look.

 

Library

Smarter Fund Investing

The investment options available via Ascend provide your clients access to a comprehensive, ‘Best of breed’ range of funds, selected to ensure that a diverse portfolio can be easily assembled while accessing some of the best performing funds available, managed by some of the world’s largest asset management companies.

Watch our video to find out more.

For your clients

Ascend provides your clients with the opportunity to:

build a diverse portfolio from a range of 'Best of Breed' investment options

view their policy details 24/7, via our award-winning online platform

access their investment at any time, taking withdrawals without penalty

secure a competitive loyalty bonus to reward staying invested

make additional single contributions at any time to achieve their savings goal earlier than planned

save from as little as $300 per month.

Smarter fund investing

While your clients will enjoy the simple, transparent & true performance of the underlying external fund into which their Ascend fund invests, they will also benefit from a number of additional features from the Ascend fund range; we call it ‘Smarter fund investing’.

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