Expert, Solutions, Support

As your wealth increases, so does the complexity of your financial situation. That’s why we offer local expertise to help you grow, protect and transfer your wealth.

You’ll have access to award-winning products to streamline your day-to-day banking.

Our trusted advisers are highly qualified and experienced and aim to provide a strategy that meets your needs.

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

Our Financial Advisers are industry recognised and experienced in providing strategic advice to suit the needs of clients with complex financial requirements. They develop an understanding of your attitude to risk and then work with you to set your financial goals and develop a strategy to help you meet them.

Insurance is something many people don’t think about until it’s too late. But having insurance cover can mean the difference between financial pain and security if something goes wrong. At Bank of Melbourne Private, 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.

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.

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.

Bank of Melbourne Private has hand-picked highly qualified specialist firms following a rigorous selection process and will connect you with the rights experts to provide advice relevant to your specific needs. These include:

• Tax planning
• Estate planning
• Philanthropy

For more reasons why Bank of Melbourne Private is better equipped to help you grow, manage and protect your wealth call us on 03 9274 4785

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