Investment & Education Bonds

Saving for your kid's future can be expensive, whether it's future education costs, living expenses or just life in general.
 Today, Christina (Financial Adviser) sits down with Tony Catt (CEO of Catapult Wealth) to discuss all things investment bonds.

Investment bonds can be a great way to save for your kid's financial future (and education bonds for education expenses).
 Not only does it provide great tax benefits for the policy owner but you get the benefit of long-term investing and compounding if you start early. This is as opposed to leaving funds accumulating in a cash account, earning an average long-term return of 3% p.a.

If this is something that could help you, please reach out to one of our advisers as structuring and long-term planning is essential if you want to maximise the benefits of these products.

Oreana Financial Services General Advice Warning
This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.