Why choose us?
At BankSA Private Bank we strive to develop genuine relationships you can trust and rely on. In fact, we pride ourselves on treating our clients like we would like to be treated ourselves. Our down-to-earth approach and can-do attitude provides an atmosphere where you can be comfortable talking about your total financial needs and goals.
We look to understand your full financial needs, helping you with everything from day-to-day banking to all your lending and investment solutions. You’ll have access to a dedicated Client Relationship Manager who will manage your relationship with BankSA Private Bank. As part of the combined St.George/Westpac Banking Group, we offer direct access to the most extensive team of specialists, providing you with the type of strategic advice and knowledge you need.
BankSA Private Bank can offer you:
- A dedicated Client Relationship Manager, a go-to-person with an experienced support team for all your needs.
- Total financial solutions tailored to your unique and complex needs covering both your individual and business needs.
- Access to a team of specialists from every financial field including margin lending and gearing into superannuation, offering you strategic expertise and advice.
- Advice on how to best structure your existing assets and liabilities.
- Advice on how to enjoy the tax advantages of superannuation, as well as retirement planning.
- Insurance advisers who can direct you on how to appropriately protect your wealth and your family’s future.
- Execution of your financial strategies, working closely with you and your other professional advisers, such as an accountant or solicitor
Call us - Find out more by calling (08) 8424 4961, Monday to Friday, 8.30am – 5.00pm
Email us - Send an email enquiry to firstname.lastname@example.org