It was important for Trish to protect her superannuation investment as it was tax free and she was no longer in a position to make further super contributions. Generating a consistent income stream and preserving those assets you’ve worked hard to acquire is fundamental for investors in retirement. In addition, Trish wanted to invest in a product that would give her a fixed income return to reduce her allocated pension from the superannuation fund.
Trish attended a FIIG Securities presentation organised by her Probus Club, where she met FIIG adviser Jenna Labib. “After meeting with Jenna, I felt confident the returns from the suggested bond portfolio would give me a relatively low risk return on investment that I required for my continued quality of life” she said.
Corporate Bonds offer predictable income, capital stability, diversification and generally pay higher income than term deposits, which fitted perfectly with Trish’s overall investment strategy by supplementing her allocated pension with a fixed monthly income and allowing her to retain the tax free effectiveness of her superannuation fund.
“The key positives of having a bond portfolio are the monthly income stream I have and the client support that FIIG gives me through my FIIG investment adviser.” Trish said.
She added, “The advice and service from Jenna has been second to none - in all respects, extremely professional.”
“After meeting with Jenna, I felt confident the returns from the suggested bond portfolio would give me a relatively low risk return on investment that I required for my continued quality of life.”