INVESTMENTS
Personalised investing
Let us take the guesswork out of how to invest your super with GoalTracker® Plus. Tell us more about you and your goals for the future, and we can help you create and manage your very own investment strategy.
Access GoalTracker PlusStrategy
How does it work?
How your super is invested has a huge impact on whether you will achieve your retirement income goal. But if you’re not an investment expert, choosing the right investments for your personal situation can be tricky.
This is where GoalTracker Plus comes in. When you share more information about you and your goals for the future, we can help you create and manage your very own investment strategy. An additional service available through GoalTracker, it’s a great way to let us take the headache and emotion out of investing your super savings. And best of all, as a member, you can get the most out of GoalTracker Plus at no additional cost.
BENEFITS
Designed to improve the chance of achieving your goal
Personalised for you
Builds a personalised investment strategy based on your retirement income goal and personal situation.
Quarterly reviews
GoalTracker Plus checks your situation every three months and makes changes to your investment strategy if necessary (unless you opt out).*
Regular updates
Shows you how you’re tracking to your goal, how your investments are being managed and suggests how you can get and stay on track.
No additional cost
You will not be charged any fees for this service or for the ongoing advice on your investment strategy.
*GoalTracker Plus will regularly review your investment strategy, make a recommendation and implement any changes (unless you opt out within 14 days).
MyTracker tools – Goal Setting & Simulator
Using the MyTracker tools – a walk-through demonstration of how to complete Steps 1 & 2 – telling us more about yourself and setting a retirement income goal. Then understanding your options for next steps including a demonstration of the simulator tool
INSIGHTS
More information
The plus side
If you’re not an expert, choosing the right investments can be tricky. Find out how GoalTracker® Plus can help.
Making super personal: GoalTracker White Paper
Our analysis explores the impact pivoting Australia’s superannuation system to a mass personalised, goals-based approach could have on the real retirement gap. You can read the summary or request the report.
Award-winning innovation
GoalTracker has been recognised globally for its innovation.
INVEST
Activate GoalTracker Plus today
Simply log in to your online account and go to GoalTracker.
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1 For further information about the methodology used by Chant West, see www.chantwest.com.au.