Understanding financial advice
Financial life goals
Tools and resources
Products and services
Investing with IOOF
Your retirement goals
We have a series of videos for you to view regarding our IOOF WealthBuilder investment bond
IOOF WealthBuilder at ABDO
Learn why advisers are turning to investment bonds for their clients' wealth accumulation needs.
What is an investment bond?
Widely used today
Investment bonds are being used more widely today.
Tax effective, accessible and flexible.
Explains the implications of withdrawal over different time periods.
The 125% rule
Understanding the rules for making additional investments.
Saving for kids
Investment bonds are commonly used for education expenses.
Message to clients
Sue speaks directly to clients and encourages financial advice.
Explaining some of the ways investment bonds are used.
Intro to bonds
Who should invest?
This video outlines what type of investors would benefit from investment bonds.
Find out about IOOF WealthBuilder and how it has been a leading investment bond for over 20 years.
Investment bonds and super
Noel and Sue chat about the perfect alternative to super.
A wide range of uses
Understanding how bonds can be widely used.
The non-super tax structure
Embrace investment bonds as simply the non-super tax structure.
Tax advantages and the 125% rule
Noel and Sue chat about the tax advantages and the 125% rule.
You make it sound so simple Sue!
Sue explains the non-super tax structure in the simplest terms.
Managed funds and being tax-effective
Noel and Sue chat about Managed funds and being tax-effective.
The loan facility
How to make your money work smarter and harder plus the importance of getting good advice.
Noel, his book and the need to re-educate advisers
Noel Whittaker speaks about his book 25 years of Whitt and Wisdom and how two pages can change your life!
The Investment Series TV Show
Hear from our investment specialist, Sue Herald.