- February 09, 2021
Passing on wealth: investment bonds for estate planning
When most people hear the words “estate planning” they usually think that wealthy individuals are the only ones who need it. Regardless of how much money you have, you need to think about what will happen to your assets and who should receive your valuables after you’re gone.
- January 29, 2021
Accumulate and educate with an investment bond
The cost of children’s education has risen significantly in recent years. An investment bond can help considerably towards those cost. Read on to understand how.
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Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.