funeral bonds

Why Choose a  Funeral Bond?

Funeral Bonds make sound emotional and financial sense. Not only can they protect your loved ones from unnecessary stress at a difficult time, they also ensure that your own wishes are carried out.

A Funeral Bond has the specific purpose of meeting your future funeral expenses. You have the option to  choose the capital guaranteed option, which means your financial contributions and allocated bonuses are always secure. Or you can choose the Conservative or Moderate investments if you want to increase the value of your policy through a combination of income and capital growth. Whether you choose to invest in a funeral bond in advance, or set money aside toward future funeral expenses, you are always in control, whilst you get on with enjoying your life.

funeral bonds

Tax Benefits

Your Funeral Bond will not affect your means tested pension so you can invest up to the current Government threshold

($13,250 for 2019/20 financial year). There is no limit to your investment if the means test is not applicable to your personal circumstances.

We understand the conversation about funeral planning can be very emotional to many individuals and families, so by giving you the information, resources and the options available, we try to take the uncertainty away.  For more information, please don’t hesitate to contact us on 8341 2822 to arrange a obligation free appointment.