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How EGG works – a case study

Annette and Bruce Marles retired 4 years ago and spend much of their time comfortably travelling around Australia. They have 3 grandchildren, (aged 11, 13 and 16) living in Sydney.

Annette and Bruce were looking to help their grandchildren into adulthood but did not want to just provide them with a lump sum because they wanted to know the gift would be spent wisely.

They discovered Intellichoice’s Education Gift Grant and immediately knew it was what they were looking for.

They created an EGG for each of the three with $15,000 in each account.

The account pays high interest and matures when each child embarks on approved tertiary study.

In addition, Annette and Bruce get to present each child with their beautifully presented gift and if they like choose to leave a legacy video message with ongoing love and wishes for their grandchildren.