Experienced professionals looking after your financial prosperity.
Our financial planners are a highly qualified team of experienced and friendly professionals. We provide advice on investment management, superannuation, retirement planning, personal insurance, estate planning and transitioning to aged care.
Our financial planning team can help you get the most out of your finances, and ensure your needs and expectations are always met.
We believe in prosperity for the many, not the few. That’s why we offer a range of services – to ensure our customers prosper over the long term.
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.
Looking for more security and wellbeing? Our personal insurance policies offer comprehensive protection in case of unfortunate events.
Looking to ensure your family's security and wellbeing after your death? Estate planning means your will is conducted to your wishes.
Moving into an aged care facility? Our Aged Care Planning Service lets you make informed decisions about your finances.
How secure is your financial future? It’s never too early or too late to start planning for your future with more financial security. Answer a few simple questions using our Financial Planning Tool and you’ll see how you’re doing and whether you need help in any areas.
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.
Needing advice or assistance planning your financial future? Beyond Bank Wealth Management have a highly professional team of financial planners ready to help.
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.