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