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Private Client Solutions

Solutions to meet your every need

Make life easier with our range of banking and investment solutions that work to make more of your wealth.

  • Trusted and highly qualified Client Relationship Managers and financial advisors who aim to provide a strategy that meets your total banking needs
  • Access to a wide range of award-winning products to streamline your day-to-day banking
  • Portfolio of services including insurance, superannuation and gearing designed to help you manage, grow and protect your wealth

Private banking

Streamline your day-to-day banking requirements with access to BankSA’s award-winning range of products. Our broad range of banking services includes cash management and transaction accounts, credit cards, term deposits, both residential and commercial lending solutions, margin lending, foreign exchange and much more.

Financial advice

Our financial advisers are industry recognised and highly qualified in providing strategic advice to suit the needs of clients with both simple and complex financial requirements. We develop an understanding of your financial needs and attitude to towards risk, then work with you to set your financial goals and develop a strategy to help you achieve these goals.

Insurance

Insurance is something many people don't think about until it's too late. Adequate insurance cover can be the difference between financial pain and security if something goes wrong. At BankSA Private Bank, our advisers will assess your individual situation and recommend solutions to suit your needs. We have a range of flexible options to meet your needs both now and in the future.

Superannuation

With superannuation now being one of the most tax-effective ways to provide and invest for your retirement, we can help devise strategies to ensure you're set up for the most comfortable future possible. This may include providing advice on whether a self-managed super fund (SMSF) is suitable for you.

Gearing

Our in-house experts can advise you on how best to unlock the equity in your existing investments as part of an overall wealth accumulation strategy. With a greater amount invested there are opportunities for greater returns over the longer term, as well as potential taxation benefits. Of course, this also magnifies the potential for losses if investments perform poorly, so it's not a strategy for every investor. In addition to traditional residential and commercial lending, BankSA Private Bank specialises in margin lending and gearing in self managed super funds.

Platinum Visa Card

By invitation only to clients of BankSA Private Bank, the Private Bank Visa Platinum Card offers a host of exceptional cardholder privileges. Benefit from higher credit limits, complimentary travel insurance, exclusive access to clubs and much more.

Specialist services

If you have a special investment request we can recommend an external expert to provide the appropriate advice. These include:

  • Tax planning
  • Estate planning
  • Philanthropy
  • Property Advisory
  • Non-resident lending

Contact us

Call us - Find out more by calling (08) 8424 4961, Monday to Friday, 8.30am – 5.00pm

Email us - Send an email enquiry to privatebank@banksa.com.au