Partnervest
Super savings are critical to providing us with income in retirement. In addition to super savings, you may want to save forexpenses prior to retirement such as an emergency buffer, a first home, education, a family holiday, time away from work or simply greater peace of mind.
Personal savings
Small, regular, savings can assist you to meet your short- and medium-term goals. Investing these savings can help turn small, consistent amounts into a useful pool of savings over time. These savings do not replace super but complement it with savings that can support you and your family before retirement.
SimpleInvest makes it easier to get started
- Trusted by Unions for more than 20 years
- Investments managed by Franklin Templeton, one of the world’s largest fund managers
- Low-cost investing, helping more of your money stay invested
- Simple access through the internet and mobile app
- Create separate savings buckets for different goals—even for the kids
One account, different goals
With savings buckets, you can separate your money by purpose—for example, emergency savings, a home deposit, travel, education or a future fund for your children. Clear goals can make saving feel more achievable and help you see your progress without mixing everything together.
Start small. Add regularly. Build towards what matters. SimpleInvest gives Union members a straightforward way to invest in addition to super, with trusted experience, professional investment management, low costs and convenient digital access. Whether you are building a buffer for today or a better opportunity for tomorrow, SimpleInvest can help make saving simpler.
SimpleInvest Fund Performance
General Advice Warning from Partnervest Pty Ltd (ABN 80 683 034 693) This message may contain general information only and does not consider your objectives, financial situation or needs. You should seek personal advice before acting. Past performance is not an accurate indicator of future performance. Please consider the PDS before investing.
