Why choose Strategy?

As a Strategy Investor, you have access to a number of solutions to assist you in achieving your financial goals. Together with your Financial Adviser, Strategy provides you with efficient and personalised customer service, access to a broad range of investment options, regular communication and easy access to your account information.

Benefits of being a Strategy Investor

A competitive and flexible range of products

A diverse range of investment choices

A selection of insurance options to suit your lifestyle

Flexible investment management

Information about fund performance

A dedicated Client Services team

Online access to your investment information

Competitive fee structure

Tax reporting

Automatic rebalancing

A competitive and flexible range of products

Strategy offers you access to a carefully selected range of investment, superannuation and retirement solutions including:

The Strategy Superannuation and Rollover Division

The Strategy Allocated Pension Division

The Strategy Personal Superannuation Plan

The Strategy Employer Superannuation Plan

The Strategy Employee Superannuation Plan

The Strategy Portfolio Service

A diverse range of investment choices

Together with your Financial Adviser, you will be able to diversity your investment portfolio by accessing a broad range of investment options from Australia 's leading investment managers. Strategy provides you with access to over 100 investment options and direct shares.

Flexible Investment Management

As a Strategy member, together with your Adviser, you can choose the best way to manage your superannuation and investments according to your needs and lifestyle.

A selection of insurance options to suit your lifestyle

Strategy offers a range of insurance options that will enable you to tailor the type and amount of insurance cover to suit your particular needs.

Information about fund performance

Strategy has aligned itself with Australia's leading fund managers to provide you with a wide range of investment options. Information about the performance of your funds can be obtained by contacting your Financial Adviser or Strategy Client Services on 1300 368 458.

A dedicated Client Services team

Any enquiries you may have regarding your Strategy accounts can be directed to Strategy Client Services - a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Strategy Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.

Online access to your investment information

Upon joining Strategy, you will be issued with an Investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with up to date information relating to your account balances and investment details.

Competitive fee structure

Becoming a Strategy Investor ensures that you will benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.

Tax Reporting

Strategy offers you detailed reporting and ensures your superannuation and investment information is consolidated for taxation purposes.

Automatic Rebalancing

You can choose to have your investments rebalanced automatically on a quarterly, half yearly or annual basis. This allows you to maintain control over your investments to ensure they are aligned with your financial goals.