Why work with us

Our strength and expertise means we can work with you to help you grow and protect your client's wealth.

What can OnePath offer you?

OnePath has a wide range of resources and support services available to advisers to compliment our broad range of products.

1. Sales support Our sales support material provides advisers with tools and strategies to address client needs. We can help you:

  • prospect for new clients with direct mail client lead letters, client flyers and press articles
  • build Statements of Advice (SOA) with our SOA tool
  • explore insurance strategies with our insurance and superannuation calculator
  • retain clients with our template lead letters and renewal slips.

There’s a wealth of material available, simply login to Adviser Advantage.

2. Marketing support

Our marketing support tools help you successfully maintain and manage your business by keeping you up-to-date with the latest industry news, as well as OnePath’s product and service enhancements.

  • Perspective, OnePath’s adviser magazine explores technical topics and issues that affect you and your clients. Reading Perspective magazine can earn you CPD points.
  • Perspective extra, OnePath’s fortnightly online adviser newsletter features insights from OnePath experts, commentary on topical issues and business updates. You’ll also find information on upcoming events and the latest tools and support material
  • Webcasts featuring industry and economic experts, provide an insight into topical issues affecting advisers. Watch these webcasts at your leisure and obtain CPD points

To subscribe to our newsletters or order any material, simply login to Adviser Advantage.

3. Investor services

To support you, we have developed a comprehensive suite of educational materials for you to use with your clients.

  • Explaining the fundamentals – OnePath provides a range of educational tools, interactive calculators and tutorials designed to make it easy for your clients to understand their investment, superannuation and insurance needs.
  • Putting volatility into perspective – in line with the times, we’ve recently focused on addressing clients’ concerns about market volatility with market updates, education about investment fundamentals and commentary from industry experts.

4. Convenient online customer services

OnePath’s Customer Centre website provides clients with a simple and secure online service that gives them access to a range of information and services relating to their account. To make things easier, new clients are automatically registered for access.

5. Business development support

OnePath is committed to providing you with a dedicated business development team at a local level who can assist with:

  • product related advice
  • up-to-date investment and market information
  • technical advice
  • tools to assist the advice process.

By working closely with you, the business development team can tailor a service program to best meet your needs and help you grow your business.

6. Training support

OnePath is also committed to adviser education and regularly runs national roadshows and workshops. These events highlight investment and insurance opportunities, and provide access to nationally and internationally acclaimed speakers.

OnePath can also provide access to our extensive range of presentations and experienced speakers to help with professional development:

  • Technical – our specialist team present on a range of topics including superannuation, SMSFs, retirement income streams, insurance, social security and aged care.
  • Product – our experts present on product strategy, best business practice and product training.
  • Business development – our BDMs present adviser and client sessions on topical issues, workshop sessions and economic updates.

7. Technical support

Our team of dedicated technical professionals can provide advice and tools on a range of topics including superannuation, legislation, tax, gearing, retirement planning and more.

You can access this technical support material by visiting the technical library in Adviser Advantage. The library provides:

  • technical bulletins
  • technical updates
  • calculators
  • fact sheets.

The library is regularly updated to ensure you stay informed of current issues affecting your clients. The technical team also regularly tours Australia running sessions giving you a chance to learn more about topical technical issues.

8. Looking for a new home for your practice?

OnePath works in partnership with a number of financial services licensees, each focused on helping you manage and grow your business, and deliver quality advice to your clients.

Our affiliated groups include RI Advice Group, millennium3, Financial Services Partners, Sentry Group and Elders Financial Planning. Discover a licensee that checks all the right boxes.

OnePath's strength and expertise

OnePath is one of Australia’s leading wealth managers and life insurers, successfully operating in Australia for over 130 years.

OnePath has award winning products

We continue to receive awards for excellence in our superannuation, investment and insurance products. Recent awards include;

  • 2010/11 Heron Partnership's 'Top Rated Product' rating for Corporate Super
  • 2010/11 The Heron Partnership '5 Quality Star' for Integra Super, OneAnswer Personal Super and Pension
  • 2010 Chant West '5 Apples' for Corporate Super, Integra Super, OneAnswer Personal Super and Pension
  • Selecting Super's 'AAA Quality Rating' for Corporate Super and Integra Super
  • 2008, 2009, 2010, 2011 Life Company of the Year - AFR Smart Investor Blue Ribbon Awards
  • 2010, 2011 Income Protection Product of the Year - AFR Smart Investor Blue Ribbon Awards
  • 2010 Risk Company of the Year - Money Management's Adviser Choice Awards
  • 2010 Trauma Product - Money Management/DEXX&R Adviser Choice Risk Awards
  • 2010 Term & TPD Rider Product - Money Management/DEXX&R Adviser Choice Risk Awards
  • 2010 Outstanding Value Life Insurance Australia - Canstar Cannex
  • 2010 Outstanding Value Insurance Packaged Life - Canstar Cannex

OnePath supports the value of advice

OnePath is an advocate for quality financial advice and recommends that customers seek advice from someone they trust when making important financial decisions.

OnePath's social and environmental responsibilities

At OnePath, we value and appreciate our people, our customers, the environment and society we live in and operate in. We are committed to acting ethically and meeting our social and environmental responsibilities. OnePath actively encourages staff to donate their time and skills to volunteering and fund raising programs to support charities and the wider community.