Education Bonds Explained: with Marie Lazar

In this episode, we sit down with Marie Lazar from Futurity Investment Group to explore the incredible benefits of investment bonds for securing your children’s or grandchildren’s financial future.

We discuss how these bonds not only provide tax-efficient growth but also offer valuable estate planning features, allowing you to set up a lasting legacy for your loved ones.

Whether you're looking for a smart way to invest or seeking peace of mind with future planning, this episode is packed with insights that can help you make the right decisions for your family's financial wellbeing.

 

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

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