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Investor services



Why choose Strategy?



Strategy provides access to a broad range of financial products and services through an extensive network of professional financial advisers to provide you with a solution to your superannuation, retirement and investment needs.

To download the Strategy investor booklet, click here.


Key features



  • Comprehensive investment choice
  • Flexible investment management
  • Comprehensive insurance offerings
  • Helpful and efficient customer service
  • Competitive pricing
  • Consolidated reporting
  • Ability to trade shares online through your adviser


Suite of products





Strategy superannuation

Strategy superannuation offers a flexible and tax effective means of saving for your retirement where you, your employer or spouse can make contributions. It’s suitable for you if you are an employee, self-employed or are considering rolling over your superannuation savings prior to retirement. This option is designed for investment amounts over $25,000 or more.


Strategy allocated pension

The Strategy allocated pension allows members who have reached preservation age (55) to invest superannuation savings and regularly draw down an annual pension. You can nominate the level of payments you wish to receive and alter them at any time, provided that they are above the minimum limits set by the Government. This option is designed for investment amounts over $25,000 or more.


Strategy investment service

The Strategy investment service is an investor directed portfolio service (IDPS). An IDPS is a service where you decide what assets to invest in, but authorise another person to invest in the assets on your behalf. This service can be used by individuals, self-managed super funds, trusts and joint investors.

With an IDPS, you can acquire, hold and withdraw from a broad range of investments. It offers the benefits of consolidated reporting, tax advantages, a single point of contact for all of your investment options, administration of your account, including an end-of-year tax statement. You can also diversify your investment across different types of asset classes with the aim of reducing risk and maximising return. This option is designed for investment amounts over $25,000 or more.


Click on the link to read more about the benefits of being a Strategy investor.