Wealth management

Make solid plans today so you can achieve a better tomorrow. 

Thanks for your interest in Wealth Management. Please note that BankVic is no longer taking on new Wealth Management clients. For further information please call us on 13 63 73. 

About wealth management

It's much more than building assets. It'€™s about navigating your way through life, setting and realising your personal goals, budgeting and investing to ensure a secure future.

Our wealth management team

Our team of qualified financial planners can help you build, protect and improve your assets and lifestyle.

How we can help

It's worthwhile having an expert help you make the right choices at the right time for a better financial future.

About your appointment

Your first appointment is no-obligation and gives us an opportunity to understand your financial position and goals better. 

Wealth management process

Our simple and straightforward 6-step process helps you understand what you can expect when you see us. 
BSB: 704 230

Tools & Resources