Education Bonds
with Horizon Wealth Advisory
It is never too early to start planning for your children’s future. Education bonds represent a great way to get on the front foot and invest in your child’s education. Whether you have children or grandchildren, these bonds are a tax-effective investment that helps you meet the cost of education without having to make financial sacrifices. While most people use these bonds for their children, they are also available for personal use.
When you work with Horizon Wealth Advisory, we’ll help you identify the benefits of education investment bonds and help you decide if they are the right fit for you and your family. Whether you wish to save for the cost of primary school, high school, or higher education, these bonds help you grow your funds in a tax-effective environment. We welcome everyone from seasoned investors to those looking to invest for the first time.
If you’re searching for the financial services Brisbane relies on for all their investment needs, access our contact page, send an email to info@horizonwa.com.au, or call us on 1300 351 716 to learn more about education bonds.
What Are Education Investment Bonds?
Like traditional investment bonds, education bonds provide a way to invest in a fund that features tax advantages and other benefits. They differ in their purpose however, as these bonds are used for educational purposes. With different bond providers available, it is worth finding a provider that matches your investment strategy, no matter how conservative or aggressive you plan to be.
Education bonds are designed to be long-term investments, providing ongoing financial support for your children as they pass through primary education up to tertiary learning. They are also flexible, granting you full access and control of your funds at any time and for any purpose. As you withdraw these funds to cover education costs, you may qualify for the Education Tax Benefit, resulting in further value for your investment.
Who Should Use Education Bonds?
While we believe that everyone should take the time to explore the benefits of education investment bonds, they are incredibly beneficial for parents of young children. Whether you’re expecting or already have children, it is never too late or too early to start investing in their future. Many grandparents choose to invest in these bonds as well to help their grandchildren receive the high-quality education they deserve. There are also some people who choose to use these bonds to invest in their own future education in a tax-effective environment.
Seeking Advice with Education Bonds?
We understand that when it comes to investing, it can be daunting if you lack experience or are unfamiliar with the key terms. That’s why we’re here to provide you with professional guidance regarding investing in bonds. We take the time to fully understand your financial situation and investment goals, allowing us to only provide advice and service that is relevant to you and your investment strategy.
Our goal is to help you secure your children’s education by identifying successful investment opportunities involving education investment bonds. We also help you identify any other investments with the potential to grow your wealth and your portfolio. No matter if this is your first time investing or you are already experienced, we provide you with expert yet easy to understand financial advice to help give your children the future they deserve.
Learn More About Education Bonds Today!
At Horizon Wealth Advisory, we are the wealth management Brisbane firm committed to helping you build your finances. Whether you are searching for ways to secure extra funding for your children or are ready to start planning for retirement, our financial advisors are here to help.Call us on 1300 351 716 , send an email to info@horizonwa.com.au , or get in touch through our contact page to arrange a consultation.
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