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Plan, grow and protect your wealth
Life’s busy. But it’s important to take the time out from the here-and-now to think and plan for tomorrow.
The right advice from a financial planner can help you maintain your current lifestyle, while making sure you’ll also have a great lifestyle tomorrow. Ensuring your loved ones are protected no matter what life throws at you is key to your peace of mind at this stage.
Key decisions you should consider seeking advice for include:
- When you’re juggling your mortgage repayments and the ever increasing cost of living and wondering if there is a better way of doing it
- Looking at making some investments but not sure what may be right for you
- Wanting to track your superannuation and how to make it work better for you
- Making sure all your goals will be met regardless if a major accident or illness occurs.
Contact us today to make an appointment
- Book online
- Call 13 63 73 option 6
- Email financialplanning@bankvic.com.au
Our financial planners and superannuation professionals are representatives and employees of BankVic, they do not receive commission. We recommend you read our Financial Services Guide (PDF) for further information about how our financial planning services contribute to the income of BankVic. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice, you should consider whether the advice is appropriate for you. Before you make any decision to acquire any product or service, you should obtain and consider the relevant Product Disclosure Statement available from a BankVic branch or by calling 13 63 73. BankVic acts as an agent for a range of life insurance product issuers. Our financial planners are members of the Financial Planning Association of Australia and our superannuation professional is a member of the Association of Superannuation Funds of Australia. ™Superfuture is the exclusive registered trademark of BankVic, Registered Trademark 831100.
Information on this page is general in nature and does not take into account your personal circumstances. You should consider whether it is appropriate for you before acquiring the product. See www.bankvic.com.au/self-service/forms-and-documents for important information relating to these products.
