Super Investments

The investment decisions you make in your Super today can have a profound impact on the amount you have when it comes to retirement.

When choosing how to invest in your Super there are no hard and fast rules. We think the 60/40 portfolio (60% equities and 40% in fixed interest/cash) is dead in the water. Sure, that model worked a charm over the past few decades, but obscene central bank money printing leading to rampant inflation and an overly geared financial system, means investors need to be far more selective in the asset allocation process.

Finding the time to stay on top of the world markets and the issues affecting where your Super money should be invested at any particular point in time can be a difficult task. That is why we produce a daily strategy report to keep our clients constantly updated with our recommended investments.

We think our service offering is the most transparent in the market place. Which means peace of mind as you will always know where and why your money is invested in a particular sector.

Where are you in life?

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.
Are you a retiree and your
Superannuation returns seem too low?
Some retirees are finding that because share market returns have been low in the last few years that they are now eating into their own capital. This can lead to investors searching for high yielding investments that carry substantially increased risk. We believe that having an up-to-date risk profile is crucially important to ensure you are invested in the right places.
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.

“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.

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

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