Preparing your investments to take you to and through retirement.
Your carefully considered path to retirement
As you approach retirement, your investment needs change as you face new and elevated risks.
Your adviser will work with you to reorganise your investments into buckets, a smart way to balance your overall portfolio, get more defensive and prepare for retirement. This is designed to meet the challenges that could directly impact when and how you retire, including market downturns and volatility. Two new buckets will gradually be added to your investing investment mix to take you to and through retirement. Best of all, it’s transparent, easy to understand, and cost-effective.
Builds on your existing growth strategy to avoid switching costs and minimise potential tax events.
Gradually transitions to your short and medium term buckets to manage the impact of market volatility.
Optimises for market downturns, ensuring you receive any planned income for spending, while taking advantage of buying opportunities.
Organises your money into three buckets: short, medium and long term, each with a special role to play.
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Contact us
You can call Invest Blue on 1300 346 837 to speak to an adviser or book an appointment.
Cornerstone Financial Group Pty Ltd is a wholly owned subsidiary of Invest Blue Pty Ltd (ABN 91 100 874 744) which is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
This website contains factual information only about the Cornerstone and Russell Investments Managed Portfolios. The information provided is not intended to imply any recommendation or opinion about a financial product. This website has not been prepared having regard to any retail investor’s objectives, financial situation or needs. Before making an investment decision, an investor should also consider the latest disclosure document in respect of the Cornerstone Managed Portfolio (‘‘Disclosure Document’’) and / or seek financial advice in deciding whether to make or continue to hold, an investment in the Cornerstone Managed Portfolio. The Disclosure Document can be obtained by contacting a financial adviser or the platform operator(s) offering the Cornerstone Managed Portfolio.
Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM) is the Investment Manager of the Cornerstone Managed Portfolios.