It is important for employees to feel valued and a part of an organisation that takes care of its most treasured asset – its people.
Having a flexible benefit design that is well supported with education and advice, will form the basis of a recognised Employee Benefits program.
Creating the right Superannuation and Insurance plan for employees will form the fundamental building blocks for achieving their retirement goals and family protection needs. This will make up a significant part of a personal financial plan.
Our company, desiring to be a market leader in employee benefits and engagement and following changes in the Corporate Superannuation Industry, identified the need to secure a professional partner in the management of our company superannuation fund. We wanted to partner with someone to help us highlight, market and engage current and potential employees around our employee benefits offering. CA came forward providing a genuine interest and a focused, holistic approach to employee benefits. During the past couple of years, CA have worked with the Senior leadership Team and Superannuation Committee to gain a comprehensive knowledge of our employee needs and benefits offering. They have assisted with communication, marketing, unique offerings and also built a strong rapport with leaders in the business, the HR team and the broader Xylem workforce across 16 sites.
CA have managed to engage across almost all of our Australia wide offices providing employees and members with personal advice and service with excellent feedback. We have been particularly impressed with their commitment to customers, great service and information provided to stay on top of market trends in their industry – attributes which are also vitally important to our company.
As a fairly new client to CA Financial, I would strongly endorse both their employee benefit services and personal planning services and suggest a partnership is likely to bring benefits to any company which would be welcomed by both management and employees.
Jennifer Todd-Wilson, Xylem Water Solutions Australia
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The standard of service and advice provided by Mark and other consultants at CA Financial Services is of the highest standard and is very much appreciated. They are proactive without being intrusive and work to build good relationships with myself and the team. Kate Barnes, Organisational Development Director, APJ EMC Australia