St.George

St.George Financial Planning

A St.George Financial Planner helps you make more informed decisions about your money so you can maintain or improve your lifestyle and reach your financial goals.

With more than 120 fully accredited financial planners and access to 42 Fund Managers, St.George works with you to reach your financial goals. 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 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.

St.George Insurance

St.George Bank's insurance products can bring you peace of mind with home, personal, motor and other insurance. Our insurance options offer:

• Protection for your house and investments
• Home Loan Protection
• Life insurance and financial protection for your family
• Travel insurance
• Protection for your vehicle
• Secure your dream home faster
• Health Insurance for you and your family
• Private Clients

St.George Private Clients

St.George Private Clients delivers tailored solutions for successful Australians with more complex financial needs.

St.George Private Clients offers you:

• A dedicated Client Relationship Manager, a go-to-person for all your needs.
• Holistic financial solutions tailored to your unique and complex needs by your own team.
• Access to a team of specialists from every financial field, offering you strategic expertise and advice.
• Advice on how to best structure your existing assets, from investments to remuneration packages.

Visit www.stgeorge.com.au