BankSA

BankSA Financial Planning

With more than 120 fully accredited financial planners and access to 42 Fund Managers, BankSA works with you to reach your financial goals. At BankSA, we pride ourselves on being closer to our customers and this means taking a personal approach to your needs.

Your initial meeting with a Financial Planner will investigate your current situation, discuss your specific financial and personal goals, assess your risk profile and devise a strategy tailored to your needs. Your BankSA Financial Planner can assist in the following areas:

• Make the most of your superannuation
• Maximise your income in retirement
• Review ways to secure your lifestyle and financial goals
• Learn how to diversify your investments across shares, managed funds, property, fixed interest and cash
• Discuss strategies to help reduce tax
• Learn how to accumulate wealth through margin lending
• Investment gearing strategies and risk protection
• Provide expert advice on redundancy or early retirement.

BankSA  Insurance

We are committed to protecting South Australians, our community and businesses. Our insurance options include:

• Residential Home and contents insurance
• Landlord insurance
• Car insurance
• Travel insurance
• Credit Protect
• Deposit Product Bonds
• Business insurance
• Farm and Crop insurance

BankSA Private Bank

As a client of BankSA Private Bank, you can expect to benefit from an unrivalled commitment to your banking and financial needs.

Through highly personalised service from your dedicated Director of Private Banking and the support of a team of qualified and experienced financial specialists, BankSA Private Bank works to provide a seamless and fully integrated strategy for financial management and wealth creation.

Visit www.banksa.com.au