Benefits

Thought you could only choose between a traditional super fund and a SMSF? We’ve changed that.

Does your super fund give you access to compelling investment opportunities? We’ve changed that. 

Our focus is on identifying long-term investments.

We offer access to some of the best money managers in the industry.

We offer direct equity portfolios, including Australian and international shares, term deposits, fixed interest and cash.

We offer access to floats/IPO’s, so you can participate in a company’s growth from the day it’s listed.

It’s like having your own personalised fund manager.

Do you get personal service and advice from your super fund manager? We’ve changed that.

The key to finding the best investment strategy is to find out more about you.

Our team of financial advisers and para-planners are experienced and passionate about the power of super.

Before we begin to invest your hard-earned super, we conduct a thorough review to explore your unique financial situation and develop advice tailored to you.

As well as an annual review to make sure you’re still on track, we provide advice on the benefits of tax contributions, and advice at key milestones such as when you change jobs.

We keep you up to date with a monthly '1 Minute Market Update' email.

We offer the opportunity to meet the senior management of some of the companies we invest in through private member dinners.

We live, breathe and talk super.