Understanding financial advice
Financial life goals
Tools and resources
Products and services
Investing with IOOF
Your retirement goals
Understanding super & money
IOOF has a range of investments to suit your clients’ individual needs and goals
IOOF MultiSeries is a range of funds that are predominantly actively managed and offered at a lower cost when compared to other active funds.
It is suitable for clients who require a low-cost multi-manager solution that targets a moderate level outperformance.
Tools and resources to help you explain the benefits of IOOF MultiSeries to your clients.
IOOF MultiSeries product details (for clients)
IOOF MultiMix is our premium range of fully-active multi-manager funds designed to provide broad diversification and generate above market returns.
It is suitable for clients who want a fully active multi-manager solution that targets a high level of outperformance through investment in a broad range of innovative high-alpha strategies and high-conviction asset allocation.
Tools and resources to help you explain the benefits of IOOF MultiMix to your clients.
IOOF MultiMix product details (for clients)
IOOF WealthBuilder is one of the leading investment bonds available today. It is suitable for clients who:
Tools and resources to help you explain the benefits of IOOF WealthBuilder to your clients.
IOOF WealthBuilder product details (for clients)
IOOF WealthBuilder calculator
IOOF WealthBuilder Video library
IOOF WealthBuilder Loan Facility interest rates – effective 1 April to 30 June 2022
IOOF WealthBuilder Loan Facility interest rates – effective 1 July to 30 September 2022
These strategy flyers cover a particular life event and help you illustrate how an investment bond could be the investment solution your client is looking for.
1 - Planning for an early retirement income stream
2 - Salary sacrifice contributions have dropped to $25K per annum
3 - Saving for retirement – super problem, super solutions
4 - Saving for your first home
4A - Saving for our first home - early withdrawal
5 - The power of saving (with the 125% rule)
6 - The power of saving
7 - Saving for a child's education
8 - Estate Planning - Getting your affair in order
9 - Estate Planning - Trust investing
10 - Utilising the loan facility for business or investment purposes
11 - Great Grandma Ruby’s legacy (Child Advancement Policy)
12 - Grandparents investment pot while utilising a nominated beneficiary
13 - Maximising the 125% rule