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?
some Superannuation advice?
Superannuation returns seem too low?
“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.”
Benefits of being with
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 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.
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.