Elements

Info Boxes

Info Box is a universal wrapper element for placing text, image, button etc. in a separated area with a different background.

Besides the standalone usage, the Info Box element is also the core part of the following elements:

Inbo Box widget
Featured Article widget

See below all the options available for Info Box.

Info Box with image

default background + shadow

Info Box

default background + shadow + info sign

Items to Bring

When coming to your initial consultation, it would be good if you had details of the following (where applicable) with you at the time:

Statements for existing investments and superannuation funds
Approximate balances of any loans and indicative interest rates
An idea of your total annual living expenses
Recent payslips or tax returns for companies, trusts and Self-Managed Super Funds

Info Box

light grey background + info sign

The planners discovered interest that was taxed as ordinary income. They suggested investing in municipal bonds, which incur no federal tax on interest.
The planners also uncovered additional taxes because capital gains were derived on an annual basis from mutual fund distribution. Applying the best use of monies concept for their investment allocation and considering the new net investment income tax, the planners suggested tax-efficient investment strategies to help minimize taxes from capital gain distributions on an ongoing basis.

Info Box with blockquote

light grey background + quote sign

Over 95%of Australians do not have adequate levels of personal life insurance and 30%say they don't have any form of personal life insurance. Lifewise/NATSEM study, 2010

83%of Australian car owners insure their car but only 31%insure their income. AAMI Fact Sheet, Shopping for Car Insurance, September 2008

2 of 3 Aussieshave been disabled for more than one month and 1 of 5wouldn't be able to find $500in an emergency. Ernst and Young for BT Australian Financial Health Index, 2013

Also see the Stripe Sectionspage to understand how the Info Box markup can be used in the right column of left-aligned stripe.

"My parents have been seeing their financial adviser, Peter, for over twenty years now and they've always tried to encourage me to go see him to try and sort out my debt. But I've never been bothered by it as I'm only 37 and I own a successful years…"

Learn more about taxes, tax-favored investing, and tax strategies.

College Savings Plan 2018: What has Changed?

Parents looking to save for college have long turned to college savings plans as a tax-advantaged way to put away…

Mar 18, 2019— Steve Garcia

No matter what stage of your financial life your are in, we can help you make the most of what you have!

General

Elements

Elements 2

Extra Pages

Info Boxes

Info Box with image

Info Box

Info Box

Info Box with blockquote