Savings and Investment Products
Saving for your retirement is a hot topic with the government of the day and with the elderly. Either way, it will be up to you to make sure you put that something away for the future.
Products that are available are:
- Superannuation Products
- Bonds
- Unit Trusts
We can provide products that suit your current and future requirements. We can arrange for monthly premiums to accumulate within a plan and be so flexible as to your situation at a future time.
Lump sums can also be provided for. We can include them within your retirement plan or simply place them in Unit Trusts or Bonds that allow you the flexibility to add or withdraw as you please.
There are many different products on offer. We will endeavor to provide a solution to your current and future needs.
Just For Kids
A savings plan for your children. This can be used in many ways as an investment plan for their future. Savings for university education, the big ‘OE’, 16th or 21st birthday or even a car. You choose the right reason to provide to your children as you own the policy until the child reaches the age of 21.
Mortgages
The last two years have seen some exciting times in the housing market. Properties are being bought and sold very quickly. Interest rates are changing and various styles of mortgages are available to you.
Banks and financial institutions are competing for your business. How do you know who is right for you? How much time do you have to be able to source the best mortgage?
We can arrange for a mortgage broker to visit with you at your convenience. This allows you to have all the options placed in front of you so you can best utilize your time in actually searching for your new property.
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