IOOF WealthBuilder
IOOF WealthBuilder is an investment bond that is suited to people looking to save or invest for the medium to long term. WealthBuilder provides access to a range of investment options, but unlike traditional investment products, such as unit trusts, earnings from the investment bond are taxed in the hands of IOOF, rather than the investor, if the funds remain invested for 10 years.
WealthBuilder offers a range of features designed to suit your financial needs and lifestyle goals.
It offers a unique and simple investment solution which can be used for a number of purposes. For example:
- for your child's education, or for a property purchase
- for that big overseas holiday when you retire or a new car when you return
- for giving your children or grandchildren a financial head start
- for protecting your finances for when you pass away
- for managing your tax a little more effectively.
As a life insurance investment product, WealthBuilder also provides investors with the ability to nominate beneficiaries to receive the investment proceeds in the event of death. We also offer a Loan Facility to help build your investment.
WealthBuilder is designed to meet different needs of different types of people at varying stages of their life - we call it our multi-generational wealth solution. Click on one of the links below to find out more information on each wealth solution:
Click here for a copy of the IOOF WealthBuilder PDS.