Understanding the bucket strategy – in just xx minutes

Are you someone who likes to check in on your super balance weekly – or even daily? You’re not alone. When preparing for retirement, it’s easy (and very common) to focus on that one number. And during periods of market volatility, seeing your balance rise and fall can sometimes feel unsettling.

That’s where the idea of a bucket strategy can help shift the focus – and provide some peace of mind.

Rather than concentrating on one overall balance, a bucket strategy looks at how super can be organised across different timeframes. Money needed sooner is managed differently from money that may not be touched for many years. For some, this creates a clearer mental picture of how income and investments might work together over the longer term.

Watch our 3-minute video for a brief breakdown of the bucket strategy. If you’d like to talk it through, our local team is here to help – contact us today.

Demo Video link.