Financial Planners that put you first
The right financial advice from a well-informed Financial Planner has a range of benefits; from saving money, protecting against risk, growing assets and managing debt. We’ve listed some key traits of our Financial Planning service that helps set us apart.
Our Financial Planners are salaried employees who are qualified and trained in providing ethical advice. They each have over 12 years of experience in dealing with a range of financial situations and legislation.
We are a customer-owned bank that exists primarily for the benefit of our customers. We’re not here to make money for shareholders, meaning that our Financial Planners can focus on providing a high level of service to you.
Our Financial Planners possess an extensive understanding of the education and healthcare sector, which helps us meet the needs of people working in the education and allied health workforces.
As a valued Financial Planning client, you are entitled to the provision of an ongoing reporting and advisory service. This allows us to review your financial strategy and adjust your portfolio where required, for reasons such as major life events. It’s not only your individual needs and priorities that inevitably change over time, but external factors such as the recent Federal election which can also provide a reason to change your overall strategy.
Did you know that we also run regular Financial Planning seminars in Victoria? Our seminars are free and anyone can attend. They cover topics such as:
- Planning for retirement.
- Superannuation entitlements and benefits.
- Generating tax effective income streams in retirement.
We're here to help
We’ll sit down with you, identify your individual needs and together we’ll create a plan for your future.