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XY Adviser

Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.
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Mar 29, 2018

Neil Rogan (www.linkedin.com/in/roganneil/) of Centuria (www.centuria.com.au/) is the guy turning investment bond jargon into terminology that advisers can easily understand and use with their clients. Thanks to the XY community for throwing up the investment bond discussion on several occasions; you asked and we listened.

This podcast explores the ins and outs of investment bonds – what they are and where they sit in the investment world, when you should consider an investment bond for your client, key features to look for in a bond, the estate planning advantages of investment bonds and the implications faced (or not faced) with legislative changes compared to superannuation.

Neil Rogan is in the business of equipping advisers with relevant tools to help them make informed decisions when looking at investment bonds for their clients.

A big thank you to our major partner Zurich (www.zurich.com.au) and also Sunsuper (www.sunsuper.com.au) for the continued support.

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