IOOF WealthBuilder

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Today, financial advisers are increasingly turning to investment bonds for their clients’ wealth accumulation needs. Their increasing popularity is due to the fact that their unique tax structure provides investors with the tax effectiveness they need together with the flexibility and accessibility they want. This means they can be used for a wide range of investment strategies including tax management, wealth accumulation, early retirement and estate planning.

Learn about investment bonds

Learn about investment bonds

Discover the features of an investment bond as well as the rules or read articles from the experts.

Strategies using WealthBuilder

Strategies using WealthBuilder

Use our web based tool to explore the use of investment bonds as part of a tax-effective investment strategy.

Investment options

Investment options

IOOF WealthBuilder boasts a great range of investment options with competitive fees. Download our fact sheets and view performance information here.


Loan facility rates

Loan facility rates

Discover the IOOF WealthBuilder Loan Facility.  Find out more about the current borrowing limits and our competitive interest rates here.

 
 

WealthBuilder calculator

WealthBuilder calculator

IOOF WealthBuilder calculator will guide you through illustrative examples based on specified assumptions to assist you in the ability to save or invest towards a specific goal and how you can access this money at any time.

Order a pack or contact us

Order a pack or contact us

Don't hesitate to contact our specialists today for further information. You will soon discover why this product has led the way since 1981.

Why IOOF WealthBuilder?

Why IOOF WealthBuilder?

Discover how investment bonds work and learn how IOOF WealthBuilder can provide a solution for your tax management, estate planning, savings and investment needs.
Video library

Video library

Check out our video's that include an overview of WealthBuilder, general education pieces as well as our involvement in the acclaimed Investment Series. 


This information is provided in good faith to financial advisers by IOOF Ltd (ABN 21 087 649 625, AFS Licence No. 230522) as the issuer of IOOF WealthBuilder.