Learn with Rob

Asset allocation drives your returns

29 Apr 2021 · 4:51 · Watch on YouTube

Description

Asset allocation drives your returns

Most employees these days can choose their own pre-selected superannuation fund. If you don't select your own, your employer will pay your super contributions into a default fund.

Now you may end up in a high-performing default fund but, unless you verify this is the case, what you don't know could be very costly come retirement.

This week, Rob discusses why it pays to invest some time comparing different offers - paying particular attention to asset allocation while ensuring you consider your investment time frame.
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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie, Ashley Rowan, Olivia Glare and Rachael Todman are authorised representatives of Consortium Private Wealth Pty Ltd. Registered Office: 24A Darlot Street, Horsham VIC 3400 (ABN 74 616 250 965) (AFSL 495401).

The information provided in this article is general in nature only and does not constitute personal financial advice.