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!
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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
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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.