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Mutual fund distribution, ARN 305079. Mutual fund investments are subject to market risks.

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Plan for life

Funding an education date that will not move

An education goal has a date that does not move, so the money has to be ready when the date arrives.

Three decisions that matter

These are the choices that shape this goal. Everything else follows from them.

01

Whether the money is ready in time

The question behind the goal is whether the amount is available on the date it is needed.

02

A date that does not move

The horizon is fixed by an admission date, so flexibility is low.

03

Fee inflation over the period

Fees can change over the period, so the target is worth revisiting rather than setting once.

Explore the numbers

The goal calculator shows what a target amount and the time left before the date imply for a monthly contribution, using the assumptions you enter.

Open the goal calculator

One clear plan for the life you are building.

Begin with a short conversation. No documents and no commitment at this stage.

Important information

Finvest Capital operates in the mutual fund space as Mutual fund distribution, ARN 305079, subject to current validation. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance does not indicate future results. Finvest Capital does not provide investment advisory services and does not guarantee any outcome.