Investor benefits
A broad and flexible range of products |
| Strategy offers you access to a carefully selected range of investment, superannuation and retirement solutions including: |
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Comprehensive investment choice |
| Strategy works with some of Australia’s leading fund managers to provide you access to more than 180 managed funds within investment options that span a diverse range of asset classes, including Australian and international shares, fixed interest, term deposits, listed property and other listed securities. |
Investor access to share trading |
| Strategy offers a direct online shares service where your adviser - on your behalf - can purchase shares in leading Australian companies at any time the ASX is open and receive electronic confirmation of transactions made. |
Flexible investment management |
| You can choose to have your investments rebalanced automatically on a quarterly, half-yearly or on an annual basis. This allows you to maintain control over your investments to ensure they are aligned with your financial goals. |
Dollar cost averaging |
| Strategy allows investors to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. You can invest a set amount of money on a regular basis, taking the guess work out of when to invest. |
No switching fee |
| You can switch your investments at any time and at no cost. |
Regular communication and consolidated reporting |
| Strategy provides you with regular reports concerning the value of your investments and the transactions on your accounts, including certain taxation statements (investment service). Importantly, the reports are provided on a consolidated basis to enable you and your adviser to form an overall picture of your financial position. You will also be able to view the current value of your investments at any time via our website at www.mentorinvestments.com.au. This facility also allows you to communicate via email with Strategy Client Services at contactus@strategyportfolio.com.au |
Flexibility in making superannuation contributions |
| Strategy superannuation allows you, your employer and/or your spouse the flexibility and convenience to make superannuation contributions via cheque, EFT/Easy Payment, BPAY or Direct Debit Request (DDR). |
Regular communication and consolidated reporting |
| Strategy allocated pension provides you with flexible payment options, as well as the ability to commence a non-commutable allocated pension whilst you continue to be employed. This option enables you to take advantage of a transition to retirement strategy with long-term taxation benefits. Contact your adviser for more information. |
Online account access |
| Upon joining Strategy, you will be issued with an investor code and password that will enable you to easily and securely keep track of your investments, download product disclosure statements and other up-to-date information relating to your account balances and investment details. |
Dedicated Client Services team |
| Strategy Client Services will be able to assist you, should you have any questions about your account. Phone 1300 368 458 or email contactus@strategyportfolio.com.au |
