guided advice

Investment Strategy

Sunsuper begins development of ‘guided advice’

Sunsuper is utilising its new alliance with Vanguard to develop guided advice for members as an alternative to robo-advice. With a low average account balance of $31,000 Sunsuper has been examining cost-effective ways of delivering personalised limited scope financial advice to members and thinks that Vanguard’s guided advice model “works incredibly well”. “Vanguard’s experience with […]