Education Planning

My goal; having the means to offer my children a first-rate education

We can develop a financial strategy to cover your children’s education

How we can help

We believe that a sound education is the gateway to a fulfilling and meaningful life. However, we also recognise accessing quality higher education is becoming increasingly challenging with rising tuition fees, and an escalating cost of living.
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We can help.

Hear from Tom Henson, one of our expert Private Wealth Managers, explaining how we would develop a financial strategy to cover the cost of education in response to a typical scenario we’re experienced in managing.

Because we take our clients’ privacy seriously, we do not use real client information to showcase our work. This is an example of a typical scenario we are experienced in managing.

Our approach

We listen.

We listen to understand your individual circumstances and educational aspirations for your children.

Jake Mowson and Michael Garcia Melbourne Capital Group having discussion

We create an accurate estimate.

Our estimates will take into consideration your circumstances, aspirations, inflation, likely fee increases, as well as increases to the cost of living and currency adjustments should your child wish to study abroad.

Farah Hashim & Melissa Lau Melbourne Capital Group having discussion

We develop a savings roadmap.

With a target figure in place, we develop a manageable and achievable savings roadmap with you.

We seek to grow your money.

We capitalise on our deep knowledge of financial markets and proven expertise investment handling to develop an investment strategy to help grow your money.

Jake Mowson and Michael Garcia speaking to client at Melbourne Capital Group as financial advisor

We monitor and adapt.

In partnership with you, we monitor your portfolio, adjusting our strategy accordingly to keep you on track.

Let us help you offer your children a first-class education

Speak to our Private Wealth Managers

Benefits of working with us

We are free to source the best opportunities.

We are a wholly independent and privately owned company, free from external constraints. This allows us to explore the market comprehensively, identifying the best opportunities to serve your interests.

We mitigate shortfalls.

We know circumstances can change, so we build ‘rainy-day’ contingencies into our strategies, helping to ensure your children’s education pot isn’t compromised.

We have expertise developing financial strategies to cover an international education.

There may be additional costs and complexities if you want to offer your children the opportunity to study abroad or attend an international school. We can help develop a robust financial strategy to navigate these.

We protect your child’s future.

As a part of our service, we can source insurance to cover your children’s education.

Let us help grow your wealth