The Foresters Financial Funeral Bond is specially designed to contribute towards the costs of a funeral service.
It supports your clients to save over time and may assist people to maximise pension entitlements: up to $15,000 is exempt under the Services Australia assets test for pensioners (as of 1 July 2023).
The Foresters Financial Funeral Bond supports investment objectives such as:
- Maximising pension entitlements (asset test exemption)
- Estate planning
- Being prepared to cover funeral expenses and protecting loved ones from inheriting unexpected costs
- Learn more about the Foresters Financial Funeral Bond, including investment options and performance.
Alternatively, contact us for more information about what Foresters Financial can do for you and your clients.