Investment Bonds
with Horizon Wealth Advisory
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Are you searching for a tax-effective way to save for the future, to benefit both yourself and your family? Investment bonds can be a great way to build and manage your wealth.
At Horizon Wealth Advisory, our bond advisors help you identify the best investment bonds for your financial goals. Whether you wish to streamline your finances or grow a nest egg for your children, we’ll find the perfect financial solution for you. We work with everyone from first-time investors to those already possessing a solid portfolio, as we assess your situation and advise on the best ways to ensure your wealth continues to grow.
If you’re in need of Brisbane financial services, reach out through our contact page, send an email to info@horizonwa.com.au, or call us on 1300 351 716 to arrange a consultation with our bond advisors.
What Are Investment Bonds?
Investment bonds provide a long-term investment plan that makes it easier to save for the future while enjoying several tax advantages. They are typically provided by life insurance companies and similar organisations. When you invest in these bonds, your money is pooled together with other investors and invested in the option you have chosen.
They provide the biggest tax benefits when they are held for at least 10 years, as withdrawing your investment after this period means you avoid paying any personal income tax on the capital growth. Investing in these bonds is a great way to save for a large purchase, whether it is a holiday or home renovations. It is also effective for saving for your retirement or your children’s future. We provide investment bond advice to help you identify if this investment is the right call for you.
Who Should Use Investment Bonds?
While our bond advisors believe that everyone should consider these bonds if they are seeking to grow their wealth, they are especially beneficial for:
- High-income earners: The tax payable on investment bonds is lower compared to investments made in your own name, which is especially beneficial for high-income earners. Research shows investors can receive tax rates 17% lower than personal investments.
- Estate planners: While assets distributed through a will can be held up for years due to parties contesting their claims, beneficiaries of an investment bond typically receive their assets within seven working days.
- Young families: If you are a young family saving for a house or for your children’s education, an investment bond is the perfect way to grow your savings.
Why Should I Use Investment Bond Advice?
While putting your money into an investment bond is an incredibly lucrative opportunity, it can also be overwhelming if you don’t have much experience with investing. That’s why we’re here to provide you with expert investment bond advice that is tailored to your unique situation and financial goals. We evaluate your current financial status and advise you on which bonds you should choose and how much you should invest.
Our bond advisors help you prepare for a better future by growing your wealth and boosting your investment opportunities. Our end goal is to help you secure financial security for yourself today and your children tomorrow. Whether you are just starting your investment portfolio or are already an experienced investor, we provide you with detailed yet easy to follow financial advice to help you identify the best investments on the horizon.
Take Advantage of Professional Investment Bond Advice Today!
At Horizon Wealth Advisory, we are the Brisbane financial advisor you can rely on to help build all your wealth creation strategies. Whether you wish to invest in bonds or need help with your superannuation, call us on 1300 351 716, send an email to info@horizonwa.com.au, or access our contact page to make an enquiry.
Safeguarding your financial future…