Education Planning

The cost of secondary and tertiary education has soared over the past three decades, as the skills needed to thrive in today’s global economy have become increasingly essential. A Neptune Trade educational savings plan can help you create and manage a more effective savings strategy, ensuring you’re well-prepared for your child’s future success.

Our educational brokers design portfolios specifically for educational savings. The Neptune Trade plan is a tax-advantaged account tailored to invest your capital for your child’s educational needs, with a focus on minimizing risk to ensure a secure path to financial success. We understand that circumstances can change; if your child doesn’t require all the funds in your savings account, you retain complete control. Working with a Neptune Trade financial advisor allows you to adjust your portfolio as needed, converting an education fund into a retirement fund or a secondary income source. If you have another portfolio with us, you can also withdraw from your educational savings account and utilize your capital as you wish.

Contact us today to see what we can do for your child’s educational future.