Plum

Who are the decision makers in Plum?

The decision makers in Plum are Samantha Salvoni, Helene Lambert, Charles Plummer, etc. Click to Find Plum decision makers emails.

What types of superannuation solutions does Plum offer?

Plum provides a variety of superannuation solutions tailored to meet the needs of both corporate and personal clients. Our offerings include corporate superannuation plans designed for Australian organisations, as well as personal superannuation options for individuals. We also offer a range of investment choices, including pre-mixed funds, diversified portfolios, and sector-specific options, allowing members to select the investment strategy that best aligns with their financial goals.

How can I choose the right investment option for my superannuation?

Choosing the right investment option for your superannuation is crucial for achieving your retirement goals. At Plum, we provide detailed information about each investment option, including risk levels, historical performance, and asset allocation. We recommend assessing your risk tolerance, investment timeframe, and retirement objectives. Additionally, our financial advisors are available to assist you in making informed decisions tailored to your individual circumstances.

What are the fees associated with Plum superannuation products?

Plum is committed to transparency regarding fees associated with our superannuation products. Fees may vary depending on the specific product and investment option you choose. Common fees include administration fees, investment management fees, and insurance premiums. We provide a detailed fee schedule on our website and encourage potential members to review this information to understand the costs involved in managing their superannuation.

Can I consolidate my superannuation funds with Plum?

Yes, you can consolidate your superannuation funds with Plum. Consolidating your super can help you manage your retirement savings more effectively and potentially reduce fees. To initiate the consolidation process, you will need to provide details of your existing super funds, and our team can guide you through the steps to transfer your funds to Plum. We recommend reviewing your existing funds' performance and fees before making a decision.

What support does Plum provide for employers managing corporate superannuation?

Plum offers comprehensive support for employers managing corporate superannuation plans. Our services include tailored superannuation solutions that align with your organisation's needs, employee education programs to help staff understand their super benefits, and ongoing administrative support to ensure compliance with superannuation regulations. Our dedicated account managers are also available to assist with any queries and provide insights into optimizing your superannuation offerings.

How can I access my superannuation account and manage my investments?

You can easily access your Plum superannuation account online through our secure member portal. Once logged in, you can view your account balance, investment performance, and transaction history. The portal also allows you to make changes to your investment options, update your personal details, and manage your insurance coverage. For any assistance, our customer service team is available to help you navigate the portal and answer any questions you may have.