Education Funding

Making financial provision for a child’s school or university education can be an expensive goal to fund, given that the costs are increasing at a higher rate than inflation.

Educational planning involves designing an investment strategy that specifically addresses the needs of your family by utilising the various plans available. We help to estimate what those potential costs will be by taking into account when the child will start school/university, the number of years you anticipate them being in school, the type of school (public versus private), and the assumed inflation rate and account rate of return.