‘Do you want fries with that?’

Your Superannuation shouldn’t be a ‘Do you want fries with that’ add-on.

Your superannuation is the money you will need to survive when you retire. However in our busy world, many people simply let their super sit “somewhere”, often in multiple funds where they could be eaten into, in fees and unnecessary double-ups on insurance.

Let’s be real, do you actually know the dollar amount – the number – you will need to retire with? To live comfortably with? Do you want to be able to eat out occasionally, to buy coffees and go on holidays sometimes?

So let’s really talk super. You’ve probably noticed a shift. When you turn on the TV you see ads. When you walk into your bank they might throw their super product at you like a “do you want fries with that?” add-on, when all you really wanted to do was pay your credit card bill. Right? And what are they really offering you? Do you know exactly where they plan to invest your hard-earned money?

Do you know how much it should return to you and how much it should grow to hit that number you need in retirement? It’s quite possible you need to add in your own contributions regularly … now! But who is helping you with that?

So … many … questions.

If you were in the dark about all of this – that’s okay! That’s most of us today, and that’s where Super Equity comes in! We are above and beyond all the “quick-sells” and the “quick roll-overs” that are everywhere today … we want to really educate you on this super stuff and guide you the whole way.

We don’t want to simply roll all your super into one account (that’s the first part though). We want to get to know you. To know your personality and goals. For example, are you more of a high-risk investor, or, are you a conservative investor? We can help you find this out if you are not sure. After all, we want to help you find that number you’ll need to retire with comfortably.

At Super Equity, we’ll get to know your investment experience and your knowledge (don’t worry if you don’t have any, that’s what we’re here for). We’ll find out what’s happening with your money, now. Where is your current fund actually investing your money? We’ll look to do better, and tailor your investments to you, so that you are really ready for retirement when it comes around.

Your experienced Super Equity adviser will guide you the whole way – you’ll know where your money is, and why it’s there – and we will teach you tips, how to be savvy, so that your investment skills grow with your super!

It’s time to really connect with your Super. To take control of it.

Get in touch today –  there are no upfront fees and the advice you receive may just change the entire course of your future.

General Advice Warning
The information provided in this post is general information only. Unless otherwise stated the information is not designed for the purpose of providing personal, financial or investment advice. Any examples are presented for illustration purposes and past performance is not a reliable indicator of future performance. The information provided does not take into account your particular investment objectives, financial situation or investment needs.

Without limiting the generality of the above paragraph no person, persons or organisation should invest monies or take action on the reliance of the material contained in this post, but instead should satisfy themselves independently (whether by expert advice or otherwise) of the appropriateness of any such action. Unless otherwise stated the information presented is not a recommendation to invest in any investments, securities or financial products.

This service, like all other financial services, is subject to market forces and unpredictable events that may adversely affect its future performance. Whilst all care has been taken in compiling information in this post, and is provided in good faith, it is not to be relied upon as a substitute for professional advice. The views expressed are commentary only and the writer accepts no responsibility for the accuracy, completeness or timeliness of the information.

Super Equity Pty Ltd ACN 609 373 202 is a Corporate Authorised Representative 001238425 of ANDIKA Pty Ltd AFSL 297069. It should also be noted that references and hyperlinks to any third party information (including, but not limited to: news articles, blogs, reports, videos or other mediums of information) is not an endorsement of that party or product.

Stephen Hall
Stephen Hall
September 21, 2023.
Tracy & Adrian's knowledge/experience with financial markets, greater global & domestic political/economic impacts & individual companies/stocks is not just unique & refreshing, but also gives great peace of mind. Having a team this capable taking care of your hard earned to help avoid knowable negative impacts, and/or take advantage of opportunities well ahead of time is like nothing I've experienced before. Could not recommend highly enough. Subscribe to Adrian's newsletter too if you want a no B.S. commentary that is unlike the sanitised drivel coming from mainstream financial reporting.
jeff allott
jeff allott
June 22, 2023.
Sound knowledgeable and friendly service with advise tailored to my requirements
Natalie Gaby
Natalie Gaby
January 12, 2023.
I highly recommend Super Equity to anyone needing assistance or guidance with their Super. Tracy was very thorough and clearly explained how Super works and why she made particular recommendations for us. Her (and the team's) customer service is outstanding with being very personalised, and we look forward to a long working relationship with them.
Charlie Gimblett
Charlie Gimblett
August 8, 2022.
A huge thanks To Tracy And Adrian from Super Equity for sharing their knowledge on the recent Introduction To The Stock market Course I attended. The course was fabulous and gave a great insight on how the world operates from Share Markets, to Economic Cycles, World Currencies and great tips on how to look for opportunities on how and where to invest based on local news and world events along with overseas markets and indicators. Also thanks again Adrian for the Silver coin for 1st prize as part of the demo share market game we played over the duration of the course. Would thoroughly recommend the Stock Market course as well Tracy and Adrian's knowledge on our own investments. Cheers Charlie
Leigh P
Leigh P
April 29, 2022.
Tracy has been a pleasure to deal with. Found her very approachable and patient. She is very knowledgeable in super funds and I would highly recommend her to anyone who needs more education on how to make their super work for them.
Lena Diez
Lena Diez
February 25, 2022.
My husband and I have had the privilege of receiving the guidance, services and support from Tracy for over 5 years. Having joined Super Equity has been one of the best financial decisions we have made to date. Tracy's extensive experience and knowledge has guided and helped us improve in our financial journey. No question is to silly, Tracy is always available for any query you have and gives us the time to explain our portfolio and investments. Receiving the daily morning reports has been helpful to understand and learn the market. We have always highly recommended and will not hesitate to recommend Tracy and team for any and all financial guidance. Thank you Tracy and look forward to your continual support.
Tessa Daal
Tessa Daal
October 13, 2016.
Tracy has been an amazing teacher. I have gone from having no idea about what my super was doing and feeling really overwhelmed by the thought of all that it involved, to now being in control and understanding. Through super equity's I have a transparent, easy to understand managed fund. Tracy has even put me into contact with advisors specialised in life insurance and income protection. I cannot thank Tracy enough for empowering me and helping me organise all my affairs. If you need someone patient an knowledgeable to organise your super and investment portfolio, Tracy is the best!!
Dianne Bentley
Dianne Bentley
July 8, 2016.
The service and support received from Super Equity has reached and surpassed all our expectations. Having previous experience with stock brokering firms over an 11 year period has highlighted to me how superior the service and support received from Tracy Askew at Super Equity is. For myself and for my clients. Tracy's in depth fundamental and technical knowledge in all areas of the market reduces many hours of my time in the research needed to be successful and profitable for myself and my clients.