Financial Planning
Our expert, ethical advice is designed to put you first. We’ll sit down with you, identify your individual needs and together we’ll create a plan for your future.
Here’s how we can help you
Plan for retirement
So you can live the retirement lifestyle of your dreams.
Suitable investment strategies
Tailored to your risk-return profile.
Protect your loved ones
For your own peace of mind.
Estate planning
To prepare future generations.
Why make an appointment?
As a customer owned bank, 100% of our profits are reinvested into you. This means that our Senior Financial Planners are solely focused on putting you first, as they always have.
With over 12-years experience and trust and transparency at the forefront of their mind, our Senior Financial Planners are here to understand your needs and recommend the right strategy for you.
It all starts with an initial consultation for just $150.
We're here to help
To find out more about these articles and understand how they may apply to you, contact your financial planner.
Ben Holian
Hawthorn East
Anjali Sharma
Hawthorn East
Paul Patman
Moonee Ponds
Steve Perrett
Hawthorn East