Mass personalised super

By personalising investment strategy and the engagement experience, you can help more Australians achieve their desired retirement lifestyle.


Broaden engagement and lift voluntary contributions

By putting individuals’ retirement lifestyle goals at the centre, you can guide each to set the right level of contributions to help them achieve it.

Hand holding a leaf icon

Remove complexity by making the super conversation about them and their life goals

Icon image of document with an idea lightbulb

Help set a funding goal that reflects their personal lifestyle aspirations in retirement

Person, paper and lightbulb icon

Clarify the voluntary pre- and post-tax contribution levels needed to get on track

Person with circles icon

Track and show progress, delivering proactive support to help them get and stay on track

Improve investment outcomes, individual by individual

By optimising asset allocation at the individual level, you can help remove the compromises embedded in one-size-fits-many approaches.

Person with circles icon

Personalise asset allocation to each individual’s goals and circumstances

Person under umbrella with raindrops

Regularly review and adjust to changing markets and personal circumstances

Bar chart icon with performance line above

Improve projected returns, even for the disengaged

Gears icon

Implement efficiently to deliver this at a surprisingly low cost


Organisations looking to efficiently help a large number of people achieve their investment goals.

Leading employers

Your people are your company’s greatest asset. Extend your employee value proposition to helping secure their financial security in retirement.

Super funds

Put the member data you collect to better use, by personalising your customer experience and/or investment offering around the personal circumstances of each individual.

Platforms and financial institutions

Deliver world-class, goal based, asset allocation to your customers, implemented regularly and cost efficiently.

personalising super


Analysing the impact on 8,120 real Australians.

Explore the research underpinning the approach—how pivoting Australia’s superannuation system to a mass personalised, goals-based approach will help more Australians live the life they want in retirement.

We’d love to discuss how this approach could work for you

Please reach out to me directly or request a call back below.

Jodie Hampshire
Managing Director
+61 2 9229 5375

Jodie Black Circle