Your Partner in Education Investment Planning
Tackle rising school fees, optimise cash flow, and reduce tax burdens with ease.
Tackle rising school fees, optimise cash flow, and reduce tax burdens with ease.
We help families secure their children’s future with strategic education investment plans that ease financial stress and maximise benefits
Discover how Education Bonds can boost returns, reduce taxes, and secure your children’s education. Join our webinar for expert insights and practical tips.
Understand your comprehensive family situation including education plans, anticipated education expenses and your overall financial position.
With the detailed analysis of your family situation and strategy discussion meeting, we will design a bespoke education scenario including personalised saving plan, investment plan, education tax benefit plan and an next 10-20 years cash flow projection.
With the blueprint of SoA, we will assist the full implementation of Education Strategy including account open, investment purchase, beneficiary set up and saving plan set up etc.
Provide the ongoing administration and education claim support.
“With a clear education investment plan, you can focus on what truly matters— your child’s success.”
Take control of your family’s education future. Let us design a plan that works for you.Facing rising education costs for daughters Karen and Coco, Sophie and Dean chose an Education Bond. Starting with a $50,000 lump sum and adding $1,000 monthly, they're building a diversified portfolio. This offers tax savings, steady growth via dollar-cost averaging, and the flexibility to adjust contributions. Projections show the bond will cover education costs, providing financial security.
As a divorced mother, Sisi wanted to secure her son Jack's education. She initiated an Education Bond with a $5,000 initial investment and committed to $15,000 annual contributions (increased by 4% CPI each year). This strategy offers tax advantages and flexibility. The projected growth ensures Jack's education is covered, providing Sisi with peace of mind and preserving her financial independence.
To secure their newborn Lily's education, Mark and Emma chose an Education Bond as the foundation of their investment strategy. With an initial $20,000 investment and ongoing $6,000 annual contributions, they aim to reach $150,000 over 15 years. This offers structured savings, tax-effective growth (taxed at 30% with tax-free withdrawals for education), and the potential for compounded returns.
This retired couple wanted to fund their granddaughter Emily's education and simplify estate planning. They established an Education Bond with a $50,000 initial investment, planning to contribute $5,000 annually for ten years. This offers seamless wealth transfer (bypassing probate), tax efficiency (earnings taxed at a maximum of 30%, withdrawals for education are tax-free), and flexibility in allocation.
Benefit from our specialist knowledge in navigating the complexities of education funding. We provide tailored strategies to maximize your returns and secure your child's future.
Combat the ever-increasing expenses of education with our effective solutions. We'll help you optimize your finances and take advantage of all available tax benefits.
Receive personalized guidance and continuous support as your family's needs evolve. We’re committed to providing a plan that adapts with you, ensuring long-term success.
Discover how Education Bonds can boost returns, reduce taxes, and secure your children’s education. Join our webinar for expert insights and practical tips.
