Super Investments

Ensuring you have the right mix of investments in your Super Fund can significantly increase the amount you will have when you retire.

When choosing how much money you should invest in shares, cash or property there are no hard and fast rules. It all depends on you as an individual and what sort of lifestyle you would like once you retire.

Even the most experienced investors understand finding the time to stay on top of world markets and the issues affecting where your Super money should be invested at any particular point in time can be a difficult task.

We do all the heavy lifting and advise you every step of the way.

Where are you in life?

Are you a sole trader with no Superannuation?
It is easy to get caught up in running your solo operation, trying to be across the business while looking after everyone else. But, you should also be thinking about setting yourself up for the future. Paying yourself and others appropriately is one thing. Planning for your own Superannuation is also part of the bigger picture that you must consider.
Are you a retiree and your
Superannuation returns seem too low?
Some retirees are finding that because interest rates are so low they have really low returns on their Super and they are eating into their own capital. It’s important for retirees to conduct an up to date Risk Profile to ensure that they are in the correct category. Eg. balanced to growth.
Are you 40 - 50 and need
some Superannuation advice?
As with most things in life, it’s best to get in early when it comes to sorting out your Superannuation. There are some strategies available that your Financial Advisor at Super Equity can talk you through even in your 40s and 50s.

“To sum up Tracy from Super Equity’s service in one word (if it’s possible) ... AMAZING. She is such a helpful person. I've become more confident in investing in the share market because of her. She takes the time to listen and explain everything that is happening in the world of finance.I would recommend her to friends, family and others without hesitation.”

Lena

Benefits of being with
Super Equity

Investments Tailored just for you

Right from our first meeting, our advisers take the time to gain insight into your own personal situation so they can tailor an investment strategy with the right mix of Shares, Property, Fixed Interest and Cash to suit you.

We are there for you into the future

We know that life doesn’t stand still. You might change your job, the economy shifts constantly and legislation may even affect a company that you have invested in. This is why we are reviewing your investments on a daily basis and contacting you to make adjustments when they are needed.

Bringing it all together

You don’t have to be a job hopper to end up with three or more Super Funds. We do everything for you to bring all your Super together in one fund as we know it can be a daunting task tracking it all down and deciding where the best place is to put it.

Educating you along the way

Whether it is at one of our formal classes, through our Good Morning Report, or just in our day to day discussions with you, we will educate you on why we have chosen specific investments for you. With knowledge you gain a better understanding and become more aware of the changes needed to build your wealth for your retirement.

Taking control of your super starts here.

Start your super journey with our complimentary super health check