Andrew Zbik has reunited with former Omniwealth colleague, Hoa Tran, at his recently formed planning group, CreationWealth. Ms Tran joins the planning firm as an Associate Financial Adviser.
education
Case study: start saving for a child’s education with as little as $2,500
David and Sarah are determined to see that one year-old Nicholas goes to a private school in his secondary years. They have $2,500 to start their Savings Plan from Sarah’s parents, and hope that with their own monthly savings they can finance his school fees, and possibly have some funds left over for a second […]
How can I fund my children’s education?
Your children’s education is often at the forefront of parents’ minds, but for those wanting to send the kids to private schools it’s vital they plan ahead.
How does a family amass enough ‘after-tax’ assets to fund education?
A bond can be established using a savings plan with the intended purpose of building the investment to a certain level, from which point it can be drawn down to finance a child’s education costs.