Bank of Melbourne Financial Planning

How do you picture your future? You might see yourself retiring early, jetting off around the world, following a particular passion or just relaxing with your family knowing your finances are working for you.

At Bank of Melbourne, we work as a team to ensure all your financial needs are catered for. Together with your Relationship Manager, one of our expert Financial Planners will first help you identify and prioritise your goals. With a clear understanding of your objectives, we then set about building a road map to help you reach them. We’ll monitor your progress and fine-tune your plan to keep you on track. In fact, we’ll be with you all the way.

Your Financial Planner can offer expert advice on:

• Superannuation and retirement planning
• Tax effective investments, including gearing
• Life insurance
• Estate planning
• Redundancy planning
• Maximising your entitlements to government assistance

View a summary of the Financial Planning process.

To find out more about the investment options that suit you, arrange to meet a Bank of Melbourne Financial Planner or call us on 13 22 66 between 8am - 6pm (Melbourne time) Monday to Friday.