Yes, your super can have its own tailored asset mix that reflects your timeframe to retirement, risk profile and need for diversification alongside investments held in your personal name or other structures.
Contribution caps, age‑based rules and eligibility tests can significantly influence how much you can contribute and the potential tax outcomes, so Newealth structures contributions carefully around current legislation.
We can help you with contribution strategies, investment selection inside super, consolidating accounts, transition to retirement strategies and planning tax‑effective income streams in retirement. This gives you clarity and confidence with your superannuation.
Superannuation offers tax‑effective structures for long‑term investing, making it a cornerstone for funding retirement for many professionals, executives and families.
No strategy can consistently avoid short‑term market falls. We don’t chase short-term returns but focus on appropriate risk levels, time in the market and disciplined rebalancing to build generational and sustainable wealth.
Diversification across asset classes, sectors, managers and geographic regions is central to Newealth’s approach. Our expertise helps smooth returns and reduce the impact of any single investment or market event, helping you stay in control.
Depending on your profile, your portfolio may include cash, fixed interest, property, Australian and international shares, managed funds, alternative investments and, where appropriate, internally geared share funds.
Newealth uses a structured risk‑profiling framework with clearly defined levels from Very Conservative to High Growth, each linked to expected volatility, timeframes and target allocations between defensive and growth assets.
Your investment strategy sets out how your money is allocated across defensive and growth assets over time. We tailor it to your goals, time horizon and tolerance for market risk.
For business owners, contractors and professionals with variable income, we design structures, reserves and automated cash flow systems that help smooth out volatility, keeping your core commitments protected.
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Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.
The CFP® Certification Program is the highest designation in financial planning worldwide. It comes coupled with commitment to the highest ethical standards and sets CFP® professionals apart from the rest.
Address
Level 10, 276 Pitt Street
Sydney NSW 2000
P: +61 2 9267 2322
General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Newealth Pty Ltd | AFSL No: 231297 | ABN: 61 091 100 275