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Insurance Advisory Service
  • Home
  • Our services
    • Our Client Journey
    • Personal Insurance
      • Income Protection Insurance
      • Life Insurance
      • Total and Permanent Disability insurance
      • Trauma Insurance
      • Health insurance
      • Home Contents Insurance
      • Motor Insurance
      • Landlord Insurance
    • Business Insurance
      • Business Expenses
      • Business Interruption
      • Business Property
      • Buy Sell Agreements
      • Commercial Vehicle
      • Cyber Protection
      • Group Income Protection
      • Key Person
      • Management Liability
      • Marine Transit
      • Professional Indemnity
      • Public Liability
    • Financial Advice
      • Estate Planning
      • Investments
    • Superannuation
      • Retirement Planning
      • Self Managed Super Funds (SMSF)
      • Wealth Accumulation
  • Resources
    • Videos
    • EOFY
    • E-Books
  • News & views
  • About
    • The IAS approach
    • The IAS Investment Philosophy
    • Case Studies
      • Trauma Insurance Case Study
      • Business Property Insurance Case Study
      • Business Interruption Case Study
      • Superannuation Case Study
      • Workers' Compensation and Income Protection Case Study
      • Contract Review Case Study
    • Testimonials
    • Affiliates
    • Frequently Asked Questions
    • Compliance

Investments

  • Call 02 8268 2900
  • Find out more
  • Schedule time with me

Managed Funds

You’ve probably heard that diversification is the key to a successful investment strategy. However, not everyone has the time, funds or expertise to create a diversified investment portfolio themselves, which is where Managed Funds can be a fantastic solution for growing your wealth.

A Managed Funds specialist has the knowledge and expertise to review and amend portfolios as world markets change and can manage new risks and capture new opportunities for you.

We work with experienced Investment Managers who are experts in putting together Managed Funds portfolios that suit our clients’ individual needs, whether you’re seeking stable, regular income from your investments or are focused on long-term capital growth.

Do I need Managed Funds?

Managed Funds are a great way to grow wealth and diversify your investments, whether you’re saving for a home deposit, looking for a way to give a child a leg-up on the property ladder, or preparing for your retirement.

Before you do any investing, however, there are some key things to consider, such as the level of risk you are willing to accept, your investment timeframe, where the rest of your wealth is invested, and the returns you may expect.

We are happy to arrange a strategy session with you in which we assess your current situation and goals and decide on the best approach for your life stage. We’ll walk you through product and investment management options and the most tax effective strategies.

Other things to consider

As your needs change with time, your investments should also change and be continually enhanced. We stay up-to-date with our client’s financial, personal and lifestyle changes, so that we know when it’s time to review your managed funds and other investments and make any changes needed to get you the best possible outcomes.

  • Call 02 8268 2900
  • Find out more
  • Schedule time with me

Child Education Fund

For parents, grandparents and guardians, the cost of children’s education is typically a very significant expense. Given how large the costs of high school and higher education can be, it’s a goal best prepared for early on.

Your child education savings plan could be as simple as setting up a direct debit from your account and deducting a weekly amount into a dedicated education savings fund. Or, you might choose to invest in a special-purpose child education bond.

Do I need a Child Education Fund?

If you send two children to a private high school that costs an average of $20,000 a year for each child, by the time they both graduate you will have spent $240,000 on school fees alone. And that's not counting extras such as school uniforms, trips and sports.

We can help you assess your child or children’s future educational needs to gain clarity on how to save and invest in the most tax effective manner. This will involve figuring out how much money you will need, your timeframe, risk profile, and investment philosophy.

What can a Child Education Fund cover?

A Child Education Fund is a way of giving your child a financial head start when it comes to meeting education funding from high school through to higher education and paying out student loans.

Other things to consider

Child Education Bonds carry many taxation advantages and typically have a flexible “vesting” feature, so that the bond’s ownership can be automatically programmed to shift from you as original owner to your nominated child at a specific vesting date. Importantly, until vesting, you have full control of and access to the investment.

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ABOUT US

Incorporated for over 40 years ensures experience, knowledgeability and skill at identifying unforeseen risks and producing effective strategies. Unlike most brokers, we do not rely upon mathematical formulas or statistical models generated by computers to produce solutions– we believe every client is unique and our approach is tailored accordingly.

CONTACT US

Street Address
Level 2, 273 Alfred Street
North Sydney, NSW 2060
Postal address
PO Box 1073
North Sydney, NSW 2059
Call: (02) 8268 2900

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