Self-Drive Super empowers young investors to control their super

Accru Financial Planning in Sydney has launched a new service designed for those who want to manage their own super but don’t need an SMSF.  It's ideal for younger investors with superannuation balances under $180,000.

Self-Drive Super is an investment advice and online trading solution.  It combines professional financial planning advice with an online investment platform to enable people to effectively manage and grow their own superannuation.

Greg Newbury, Director of Accru Financial Planning, says "We have been seeing more people in their mid 30s and 40s beginning to consider their wealth accumulation strategies. They are turning away from managed funds because of dissatisfaction over performance, costs or transparency. However they haven’t built the superannuation balances to make the costs and structure of an SMSF worthwhile.   We’ve responded to that with a package that offers them investment control and flexibility."

Professional guidance

One of the key advantages of Self-Drive Super is that it allows people to receive a limited amount of professional investment advice without paying for a full financial planning service. The package includes initial investment strategy advice from a qualified and experienced financial adviser and follow-up annual meetings to look at opportunities and risks and help select investments that will provide the best return over time.

Greg Newbury says "Studies have shown those who use professional financial planners get greater returns than individuals who go it alone. With this package, we have striven to give young investors that advantage at a price they can afford."

Online investment portal

These days people want to choose their own investments and they want to be able to react to market fluctuations quickly. Most big super funds don’t allow you to do that - but Self-Drive Super ‘s secure online portal does.

Customised to each individual investor’s portfolio, the portal allows you to make asset allocations between things such as conservative or growth investments and cash, and buy and sell individual stocks and shares online instantly.

The portal also makes keeping up with investment data easier. You can set your own news feeds to get relevant breaking news, access live market data and compare funds. It is an excellent tool for informed decision-making that helps people respond quickly to the market if they need to.

The Self-Drive Super package is available from Accru Financial Planning Sydney for a competitive monthly fee.

Read more here http://www.accru.com/wealth-management/superannuation-packages-2/ or contact Greg Newbury on 02 8226 1655 or gnewbury@accrusyd.com.au to book an obligation-free appointment.

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