$0 initial Financial Planning consultation1
We can help you plan to achieve your financial goals.
Our Financial Planners are highly qualified, salaried employees and have undergone training in providing ethical advice, in areas such as:
- Tax-effective income strategies.
- Saving for a major life event.
- Maximising your super.
- Investment strategies.
- Retirement planning.
- Protecting your family and lifestyle.
Consultations typically take place at our service centres in Hawthorn East or Moonee Ponds or via Skype.
Book your obligation free $0 initial consultation today.1
We are here to help
We are committed to making banking easier for our customers, so we offer you many convenient ways to bank with us. Speak to one of our Consultants about how to choose the right account to suit your needs.
All offers valid until 29 June 2018 and available to new retail customers over 18 years only, excluding students.
We reserve the right to amend or withdraw these offers at any time. This information does not consider your objectives, financial situation or needs - consider the suitability of this information and refer to Terms and Conditions or Product Disclosure Statements before acquiring a product, available at our branches or call 1300 654 822.
1. Offer available for all consultations booked before 29 June 2018 and taken up by 29 September 2018.