Directors’ Report
The Future - Easy to do business with / superior experience with operational efficiency We are one year into our 3-year strategic plan built on the pillars of Protect, Optimise, Diversify, and Explore.
Optimise
Protect
Diversify
Explore
Assess, prioritise and action Horizon II possibilities
End to end active portfolio management
Extract more value from what we have built
Get curious
As we look to FY25, our goals are to remain focused on our core life insurance business and continue to outperform the market by amplifying Retail growth. At the same time we will be utilising our data, analytics, and technology, leveraging customer and adviser feedback to continually improve our service offering and enhance our operational efficiency. Our strength is in our agility and flexibility combined with our dynamic challenger culture and “can do” attitude. We need to remain curious and open-minded as we strive to be the best at Life Insurance. Our results this year support our investment in transformation, commitment to customer service and the product enhancements we have delivered, and I am looking forward to another successful and productive year as we get closer to delivering on our FY26 strategic goals. Acknowledgments I would like to thank the Executive Leadership Team for their ongoing support during my first year as Managing Director. The personal and professional growth I have experienced during this time is thanks to their invaluable counsel, encouragement, and assistance. I look forward to achieving more great things together in FY25. I would also like to thank all our employees for their commitment, hard work, and dedication over FY24. As seven- time F1 World Champion Lewis Hamilton says: “We win and lose together” - our successes and growth this year are thanks to each and every one of us. Finally, I would like to thank the ClearView Board for trusting and consistently supporting me to take ClearView to the next stage of its growth journey.
Nadine Gooderick Managing Director
1 Based on NMG Risk Distribution Monitor Report for Retail Advice New Business Analysis for the period January – March 2024.
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ClearView Wealth Limited
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