Learn about Transition to Retirement (TTR) strategies and Transition to Retirement…
Accumulate wealth using tax-effective investment bonds to pay for expenses like child education or retirement.
Building a nest egg for the future can be time consuming, confusing and stressful. We have the experience and resources in insurance/investment bonds and education bonds to help you grow for the future.
Create a tax effective portfolio using investment bonds to pay for child education in the future, a house deposit or to fund future retirement. Investment bond advice is important to make the right decisions given how many components of bonds there are to consider.
Seeking advice is a wise decision given the benefits and difficulties of using insurance and education bonds. There are many rules and things to consider when making an investment in these types of tax-effective structures.
An experienced adviser can guide and educate you towards finding a solution that best fits for your growth objective. Investment bonds are a good compliment to an overall wealth strategy.
We have transparent and fair investment bond advice packages based on the solutions you need.
We have an easy, efficient and transparent advice process to receive insurance bond and education bond advice in Australia that consists of three stages: Contact, research and implementation.
"William was very friendly and knowledgeable about the investment industry. He was happy to travel to my house for the meetings making it a lot easier for me. He was very professional and able to restructure my superannuation and investments for the best outcome in my situation. Highly recommend getting some advice from William.
If you want to discuss your options, we would love to hear from you.
Arrange a suitable time for you by using the ‘Book a meeting’ button. Alternatively, complete the ‘register interest’ form and we will contact you directly.
Everything you need to know about investment bonds, the rules, what we consider when delivering investment bond advice and how to withdrawal from your insurance bonds and much more for free!
We provide free educational resources across many areas of financial planning. The related articles shown below may be of interest to you.
Learn about Transition to Retirement (TTR) strategies and Transition to Retirement…
A guide to building investment portfolios, understanding asset classes, diversification, value…
An in-depth explanation of how guaranteed income streams like annuities work,…
Learn how we can help you get the most out of your superannuation investments.
Explore our comprehensive range of services and learn how we can help you.
Learn about the things we consider when building a portfolio for our clients.
No spam, just carefully curated updates.
By subscribing to our newsletter you give consent to collect and store your details for communications of articles, contact, marketing and relevant updates.
Business and Licensee Information: Authorised Representative No. 1272643. Dumont Wealth Pty Ltd. Corporate Authorised Representative No. 1308337. Licensed by Alliance Wealth Pty Ltd, ABN 93 161 647 007, AFSL No. 449221. Financial Services Guide (FSG): www.centrepointalliance.com.au/fsg/aw
General Advice Warning and Disclaimer: This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. If you are not the intended recipient, please advise the sender by return e-mail, do not use, copy or disclose the contents, and delete the message and any attachments. The contents of this email may contain information that is confidential and privileged. If you are not the intended recipient or have received this email in error you are not permitted to disclose or use any information contained in it. If you are not the intended recipient or have received this email in error please notify us immediately by reply email or telephone and then delete this email and any attachments. Unauthorised use, copying, distribution or publication of this email and any attachments is prohibited. No warranty is made that this email or attachment(s) are free from computer virus or error free. The contents of this message are the views of the author and do not necessarily reflect the views of Dumont Wealth Pty Ltd or any related entity. To the maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. It is based on our understanding of regulations and laws as at the publication date. As these are subject to change you should talk to a professional adviser for the most up-to-date information. By subscribing to our newsletter, you consent to marketing emails and the storage of your data.
Important disclaimer and warning
The information contained on this webpage does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions. Whilst all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Centrepoint Alliance Limited or any member of the Centrepoint Alliance Group of companies and also Dumont Wealth Pty Ltd, Dumont Holdings or any member or related companies accept responsibility for any loss suffered by any person arising from reliance on this information. The information documented on this website page is valid at the date of upload (3 October 2024) and should be reverified by the reader at the time of viewing.