Investor Pack

Saving for a happy retirement

Many of us face the unknown when we think about retirement because most of us have no clue what we need to be saving to reach a happy retirement.
We're here to help
We have created a great way to help you achieve your goal by developing a calculator that shows you how much you need to invest and monthly contributions needed to reach your goal.
Investment Plans to suit your time horizon
Balancing risk with reward is important in reach your retirement goals. The InvestSMART Balanced, Growth and High Growth portfolios are designed for exactly this reason.
Retirement Savings Calculator
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The Diversified Income Portfolio is designed for investors looking for a sustainable income stream. The portfolio has a lower risk than ordinary shares and a higher return than cash and cash-like investments. The Balanced Portfolio is designed for investors who seek a balanced investment solution. The portfolio has an even allocation across both defensive income assets (bonds & cash) & growth assets (shares & property). The Core Growth Portfolio is designed for investors who are looking to build their wealth over the medium-term. The portfolio has a higher allocation to growth assets (shares and property) than defensive income assets (bonds and cash). The High Growth Portfolio is designed for investors who are looking to build their wealth over the longer-term. The portfolio has a high allocation to growth assets (shares and property) than defensive income assets (bonds and cash). The International Equities Portfolio provides Australian investors the ability to tap into the high potential growth of global markets and increases portfolio diversification. It offers exposure to different markets, minimising overall risk, and increasing the potential for long-term growth. Learn more
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Our ready-made investment portfolios
Designed for members looking to easily start investing or diversify their existing investment portfolio. Learn more about capped fees*.
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