Partnervest
SimpleInvest
Financial Well Being - Built for Union Members
SimpleInvest – You call the shots. We keep it Simple.
RTBU Victoria is proud to partner with SimpleInvest, offering members access to financial education and trusted investment solutions. With a history rooted in the industry fund movement, SimpleInvest brings deep expertise and a commitment to empowering RTBU Victoria members with the knowledge and tools to make confident financial decisions.
Saving and investing shouldn’t be hard. Whether you’re building a nest egg, setting up your kids, or working towards a home deposit, SimpleInvest makes it easy for RTBU Victoria members to plan ahead and stay in control. with a simple, easy-to-use app that puts everything at your fingertips.
Structured like a super fund and designed to be low cost, SimpleInvest offers a familiar, accessible way to start investing, without the jargon or high fees.
- Trusted Partners: Managed by Franklin Templeton, overseen by Partnervest—transparent, ethical, and member-first.
- Easy Access: Members log in, view balances, switch funds, and manage their investments anytime.
- Smart Choices: Five diversified funds plus a NAB cash account—tailored to different risk levels and life stages.
- Risk-Aware: Professional asset allocation with built-in risk mitigation and daily liquidity.
- Kids’ Accounts: Members can open accounts for their children—building financial confidence early.
- Regular Payments: Set up automatic contributions from payroll or bank—simple, consistent, and flexible.
- General Advice: We also provide general investment advice to help members make informed decisions aligned with their goals.
- Engaged & Informed: Delegates meet the people managing their money, hear economic updates, and understand how SimpleInvest supports their future.