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Education Fund Planning

Education fund plans are becoming more and more important, as the cost of education from kindergarten to post graduate and beyond has increased significantly over recent decades and particularly so in the last few years. With education fees continually increasing, making provisions for your children's education requires a long-term plan.

The earlier you start your plan the better. Depending on your own objectives, you may choose to target one or all of the different stages of your children’s education:

  • Primary
  • Secondary
  • University/higher education
  • Post University Degrees
  • Business or Many other forms of career training

Education fund plans can take a number of forms, they can work as trusts, as part of an investment portfolio or a more straightforward saving scheme. Our financial advisors can help you find which form of plan would suit you best, and offer a much higher rate of return on investment that traditional savings accounts. With over 40 years experience, we can ensure the decision whether to go on to higher education can be made on ability, not financial standing.

audio icon Education Fund Audio Slideshow

Download Education Fees Plan Guide


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