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Empowering prosperity, protecting legacies

Safeguarding wealth in partnership with National Seniors Australia.

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Foresters Financial is built on a proud 174-year history of protecting our members’ financial interests.

Building on our original philosophies from 1849, Foresters Financial today is a modern bond specialist organisation that empowers prosperity and protects your legacy.

As investment bond specialists, we grow wealth for tomorrow through approachable solutions and an innovative, considered investment approach.

We offer simple digital services and have dedicated local support when you need it and manage over $400 million worth of funds under management. With Foresters, your finances will always come first: as a proud mutual, we do not distribute profits to shareholders.

Investment Bonds

Investment bonds are a flexible, tax effective, long-term investment vehicle that enables the transfer of wealth between generations with no tax on beneficiaries. The investment sits outside of your estate, ensuring it cannot be contested, and the tax is paid within the bond at a maximum rate of 30%.

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Education Bonds

An Education bond has all the features of an Investment Bond with the following added benefits:

• 30% Education Tax Benefit

• Access Tax Free Capital

• Invest for Your Child/Grandchild’s education

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Funeral Bonds

A funeral bond is designed to assist individuals in planning and funding their future funeral expenses. It is essentially a savings or investment plan specifically earmarked for funeral costs and funds up to $15,000 do not count towards any asset tests with Services Australia.

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Grow your wealth with Foresters Financial

Whatever your financial goals, we share your ambition and commitment to growing, protecting or transferring wealth with confidence. For more information, please call our experienced Investor Services Team on 1800 645 326 between 8.30am and 5pm weekdays, or get in contact by submitting a message using the form below.

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Foresters Financial acknowledges the traditional owners of the lands and waters of Australia.

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The information on this site is general in nature and does not take into account your personal investment objectives, financial situation or needs. It is important that you consider the information contained in the Product Disclosure Statement for a particular product before making any decisions about whether to acquire the product.

© Foresters Financial Limited
ABN: 27 087 648 842
AFSL: 241421
 
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