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.
8 Aug 2023
Securing Your Legacy: Navigating Wills and Estate Planning
In this epsiode, your host Christina sits down with Marianna Danby, a expert in the realm of Wills and Estate Planning. Marianna unravels the layers of importance that surround this often-overlooked aspect of financial planning.
Join us as we delve deep into the heart of the matter, exploring how Wills and Estate Planning transcend mere legal documents to become powerful tools for shaping the future. Marianna's wealth of knowledge and experience shines through as she discusses the crucial role these plans play in safeguarding your hard-earned assets, ensuring your wishes are honored, and granting peace of mind to your loved ones.
Marianna addresses common misconceptions, highlights key considerations for different life stages, and emphasises the empowering nature of taking control of your legacy.
Whether you're a young professional taking your first steps toward financial planning or someone who's been contemplating the importance of Wills and Estate Planning for years, this episode offers a wealth of guidance and inspiration.
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.
14 Jul 2023
Understanding Self-Managed Superfunds
In this episode, host Christina Tran sits down with special guest Megan Mashford (http://www.peaksuper.com.au/megan-mashford/), a passionate self-managed superfund Accountant.
Megan shares valuable insights on all things self-managed superfunds, demystifying the complexities and shedding light on the benefits and considerations of managing your own superannuation. Whether you're a young investor looking to explore investment options or a business owner seeking to leverage the advantages of a self-managed superfund, this episode is filled with expert advice and practical tips.
Tune in to gain a deeper understanding of self-managed superfunds and their potential for long-term financial success.
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.
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