Financial wellness guide for union members

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Take Charge of Your Future – SimpleInvest Makes It Easy

Why Financial Wellness Matters

• Peace of Mind: Less stress, more confidence in your finances.
• Freedom: More choices, more opportunities for you and your family.
• Security: Build a strong foundation for today and tomorrow.

Five Simple Steps to Financial Wellness

1. Set Goals: Identify what matters – saving, investing, or planning for retirement.
2. Track Spending: Know where your money goes so you stay in control.
3. Start Saving: Build a safety net, even with small amounts.
4. Get Advice: Reach out for to your Industry Super Fund advice line for help when you need it.
5. Invest Wisely: Explore options that match your needs and risk comfort.

Supporting Members with SimpleInvest for non-super investments

SimpleInvest is your partner in making financial wellness approachable, flexible, and tailored to Union & Industry Super Fund members. Our platform offers easy access and clear support every step of the way. In addition we do not compete for your Industry Super Fund , we complement it.

Trusted Foundations

• Trusted by Unions and Industry Super Funds: Committed to your financial progress.
• Reliable Partners: Secure, regulated, and transparent services, investments managed by Franklin Templeton in Melbourne and cash hub managed by nab. We are licensed by Industry Fund Services and registered with ASIC.

Portfolio options

• Conservative: Steady growth, low risk.
• Balanced: Mix of stability and opportunity.
• Growth: Higher return potential, moderate risk.
• High Growth: Aggressive, for those comfortable with more risk.
• Ethical: Invest in causes that matter to you.

Features that fit real life

• Easy Automation: Set and forget with simple recurring investments.
• Kids or grandkids accounts: You can set up multiple children’s accounts.
• Transparency: Clear fees, no hidden surprises.
• Mobile Access: Manage your money on the go, anytime.
• SMSF: You can even invest for your legacy SMSF account

Take control: Start Today!

Ready to boost your financial wellbeing? Make your move with SimpleInvest.

Visit SimpleInvest to get started.