Financial Planning

Planning for your financial future?

Financial planning can often seem daunting. But it needn’t be.

We have a highly qualified team of financial planners with a wealth of experience. They can help you get the most out of your finances, and ensure your needs and expectations are always met.

Beyond Bank Wealth Management offer financial advice on superannuation, retirement planning, investments, personal insurance, estate planning and transitioning to aged care.

We encourage our customers to build sustainable futures. That’s why we offer financial planning advice to ensure our customers prosper over the long term.

Grow your wealth.

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Want help with your superannuation strategy? We can help you make one that maximises your income and your lifestyle – now and in the future.


Need help with planning your retirement? We have a wealth of information available on pensions and tax-effective plans for retirees.


Looking for a secure way to invest and plan ahead? We have a range of investment tools and services to keep your portfolio up to date.

Personal Insurance

Looking for more security and wellbeing? Our personal insurance policies offer comprehensive protection in case of unfortunate events.

Estate Planning

Looking to ensure your family's security and wellbeing after your death? Estate planning means your will is conducted to your wishes.

Aged Care

Moving into an aged care facility? Our Aged Care Planning Service lets you make informed decisions about your finances.

Our Planners

Needing advice or assistance planning your financial future? Beyond Bank Wealth Management have a highly professional team of financial planners ready to help.


Want to learn how to grow your wealth? We love watching our customers build sustainable futures. That’s why we offer free seminars on financial planning and wealth creation.

Optional Add-ons

Looking for a smart, safe way to invest your money?

Beyond Bank Term Deposits offer security and peace of mind for your savings.

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Beyond Bank Wealth Managment


This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.


Need help?
13 25 85

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Tax and accounting made simple.
Tax and accounting made simple.
We can assist with your tax or accounting needs, whether personal or business.
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Are you ready to retire?
Are you ready to retire?
Our retirement seminars help you plan for retirement.
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