December already! Where has the year gone?

As we approach the end of 2024, I want to take a moment to thank you for your support throughout this year.

It’s been a huge year for North as we continue to invest in the things that matter most to you, our advisers, your clients, and our business partners. You are the driving force behind our achievements.

While I like celebrating the wins, I don’t want to give you a laundry list of them all (and there are quite a few this year), instead I’ll share three highlights that the team and I are proud of.

  1. Have you tried our new North Interactive tool? It’s a great way for you to engage and personalise discussions with your clients. Plus, next year we’ll be bringing new AI technology solutions helping to free up more of our time.
  2. Our innovative retirement income solutions continue to be a true differentiator for us and our advisers using them by aiming to deliver higher income in retirement for your clients1. Next year we are looking to expand the MyNorth Lifetime offering and refresh MyNorth Guarantees.
  3. And helping bring you more choice and flexibility with customisation functionality of our managed portfolios. Not to mention the continued growth in our managed portfolios which is one of the fastest growing managed portfolio offers in the market.

I’m confident that next year will bring even more success and opportunities for us all. Thank you for your continued support. Here’s to a strong and prosperous 2025 together!

Best regards,
Edwina Maloney
 

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The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.  

MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products.  The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements. 

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This article is for professional adviser use only and mustn’t be distributed to or made available to retail clients. It contains general advice only and doesn’t consider a person’s personal goals, financial situation or needs. A person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and/or investor directed portfolio services guide, available from NMMT at northonline.com.au or by calling 1800 667 841, before deciding what’s right for them. You can read the NMMT Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy.

1 Compared to typical account-based pension incomes rates.