The most difficult thing is the decision to act, the rest is merely tenacity. ― Amelia Earhart
We all know how important saving for retirement is, but let’s face it, figuring out what to do with your non-super assets can be a headache: what to investing in?, how much to contribute or withdraw?, and even just remembering to make these bank transfers once you’ve managed to figure everything out. All these decisions are critical steps that can fall through the cracks of an already busy life.
At Partnervest, our mission is to make it easy for you to take control of your non-super investments. Partnervest is an online platform that offers you a range of wealth creation strategies.
We offer diversified model portfolios with a range of risk and return targets, so you can choose the portfolio that’s right for you. Once you’ve selected a portfolio, our platform will give you clear and consolidated view of your assets with comprehensive performance and tax reporting.
All our model portfolios are invested in marketable securities. This means that, unlike regular super investments, you can access your funds within 10 business days.
Regular Withdrawal and Savings Plans
With Partnervest, you have the ability to set up a regular withdrawal plan, allowing you to draw funds from your investment on a monthly basis. This is a great way to stay invested but pull a monthly amount of money into your linked bank account.
Similarly, we have regular savings plans, which allows you to contribute funds to your investment portfolio on a monthly basis.
Our system can be set to fully automated, so you can’t set it and rest assured that your funds are being added or withdrawn according to your schedule.
Your savings or withdrawal settings can be altered, paused or cancelled at any time, simply by logging into your portal, or calling our client care team who can do this for you.
Making Non-Super, Super Easy
Life is full of difficult decisions and deadlines but how to allocate your non-super portfolio doesn’t have to be an ongoing chore. At Partnervest, we’ve built a secure web-portal with fast, simple, intuitive navigation, all supported by a dedicated client care team with the mission of making your investing experience as seamless as possible.
Learn more about how you can start building a sound financial future, and visit our website at https://partnervest.com.au/
* You also need to maintain a balance of at least $2500 in your Cash Hub at all times.
All investments carry risk. Before deciding to invest, you should consider the following key risks:
• The value of investments will vary. You can lose money as well as make money.
• The level of returns will vary, and future returns will differ from past returns
• Returns are not guaranteed and investors may lose some or all of their money, and
• Laws change.
Past performance is not an indicator of future returns. Issued by Partnervest, a division of Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827).
Before making an investment decision you should read the relevant Product Disclosure Statement (PDS) carefully and you need to consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting Partnervest on 1800 679 541 or at www.partnervest.com.au.
The information in this presentation is of a general nature only and is not intended to be, and is not, a complete or definitive statement of the matters described in it. The information does not constitute specific investment advice and does not include recommendations on any particular securities. Franklin Templeton Australia Limited nor any of its related parties, guarantee the repayment of capital or performance of any of the Franklin Templeton trusts referred to in this document. Although statements of fact in this presentation have been obtained from and are based upon sources Franklin Templeton Australia Limited believe to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed. All opinions and estimates included in this communication constitute our judgement as of the date of this communication and are subject to change without notice.