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Mastering the Bucket Strategy for Retirees

In this video, Virginia explains the Bucket Strategy – an effective investment approach designed for retirees in pension phase. Learn how to safeguard your monthly income through short, medium, and long-term investment buckets to protect against market downturns and ensure stable financial growth. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product. Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313, ABN 23 962 645 633 of The Principal Edge Pty Ltd AFS Licence 225029, ABN 82 003 710 263.