Our location
- Unit 3 / 3 Fermont Street,
Underwood, QLD 4119 - Po Box 36, Underwood, QLD 4119
Creating wealth outside of superannuation and investment properties can provide a more balanced approach to investing and allow for easier access to funds if needed.
Managed Funds
Managed funds are a great way to invest in the share market (both in Australia and Overseas):
Managed funds enables a fund manager to buy a wide range of assets using a pool of money from investors. Some of the benefits are diversification, expert management and convenience.
Using managed funds as an investment option can help your savings to grow as a result of income generated, such as dividends, as well as from the capital growth over time.
Investment Bonds
A flexible and tax-effective solution to building your wealth. This type of Bond allows you to build wealth in a tax effective manner, can be used in place of superannuation where contribution caps have been meet. For new parents/grandparents as a way to save for their child/grandchild’s schooling etc.
Funeral Bonds
A funeral bond can be an effective way to save for your funeral also to remove the financial burden from your loved ones. It also can have future benefits with regards to Age Pension entitlements.
