Grow and secure
your wealth

An investment bond can be a savvy way to manage a lump sum inheritance. You can protect your legacy from being eroded by inheritance tax bills.

Forward-thinking and financially savvy parents—or grandparents—can support family prosperity through generational wealth transfer. Give the next generation the best possible financial start.

An Education Bond is purposefully calibrated to save for a child’s future education. It has tax-effective savings options that allow you to grow investments without adding to your taxable income.

You’ve worked hard to accrue your superannuation. Like super, an investment bond has favourable tax treatment, however, it comes with less stringent rules to access your own money.

Blended family dynamics can be complex. An investment bond is uniquely configured to protect your legacy and distribute wealth exactly as you intend.

A Funeral Bond can provide incredible peace of mind for you and your loved ones by having funds set aside and readily available to pay for funeral arrangements.

A Bequest Bond gives you peace of mind that your wishes will be honoured without the risk of contestation or unnecessary taxes.

Support your child's education without dealing with complicated tax implications or extensive personal documentation.

Streamline your wealth management processes when you add an Investment Bond to your Family Trust portfolio.