What is a Banking Review and why should I bother?
In today’s changing world nothing stays the same for too long, even in banking, so it’s important that you regularly review your finances to ensure that everything is as it should be.
At Beyond Bank we offer a free Banking Review service. In simple terms, a Banking Review looks at your entire financial situation, from everyday banking, savings, loans, wealth creation and insurance, endeavouring to improve your position and finding the best products and services to meet your needs.
It is best to come to a Banking Review prepared by bringing along the details and information on any accounts, loans or insurance with other financial institutions so that we can provide comparisons and recommendations.
You will leave the Banking Review with recommendations on how to improve your banking (if not already implemented on the spot), earnings on your savings maximised, tips on how to minimise or eliminate fees, or simply the peace of mind that your banking and finances, along with insurance are as they should be.
Just as you go to the doctor regularly for a check up, you should do the same with your banking! So visit your local branch and make a time for your Banking Review.
Who knows, you may be able to earn that little bit of extra interest or save some money on bank fees or insurance premiums. We generally find it’s well worth the time!