Financial Wellbeing Consultant

Financial Wellbeing Consultant.

Chat with a Financial Wellbeing Consultant to assess your financial position and get help to ensure you're on the right track.*

What we'll help you with:

Asking the right questions to understand your financial standing and goals
Providing general advice to help you make an action plan to reach your financial goals
Guiding you toward mini-courses and resources that are best suited to your circumstances
Follow-up conversations to help you stick to your action plan.

Plus, if you're an existing customer or decide to join Beyond Bank as a customer, we can (with your permission) look into your existing banking products and habits to provide more personalised tips. You’ll also get access to our Banking Boost package, including competitive rates, fee-free banking on selected accounts, and waived fees on selected banking products.

Your Financial Wellbeing Consultant.

Alana brings over four years of invaluable experience to Beyond Bank's Financial Wellbeing team. Her genuine empathy and friendly demeanour make her a trusted Consultant for customers on their financial journey. With a keen eye for detail, Alana helps individuals review their financial situations and set realistic goals for their future. She is passionate about empowering others to achieve financial wellbeing.

Chat with a Financial Wellbeing Consultant.

Understand your financial position

Your consultant will ask questions to understand your current financial situation and your goals for the future. We'll help you find out if you're on the right path.

Empower you to learn and grow

Your consultant will direct you to financial mini-courses and handy resources that will boost your confidence in making decisions about your finances.

Help you to stay on track

If you'd like, your consultant will schedule follow-up chats to help you to monitor the progress of your goals and provide some tips if you fall behind.

Request an appointment with a Financial Wellbeing Consultant.

Fill in your details and a friendly consultant will be in touch within two business days.

Back to home

Beyond Bank is for and with you.

About Beyond Bank

Beyond Bank is different. Our vision is not to be the biggest bank, but to be the best bank for relationships. When our customers and communities thrive, so do we.

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Our commitment to the community

We partner with over 5000 community groups across Australia. We believe the best way to help strengthen communities is to support the organisations within them.

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Our impact

We’re a certified B Corp. We use our business as a force for good, balancing profit and purpose to drive positive outcomes for our people, communities and planet.

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Please read this important information.



*	This information is of a general nature only and does not take into consideration your objectives, financial situation or needs. The information must not be relied upon as financial product advice. Before acquiring any product you should read the relevant guides, Product Disclosure Document, and consider whether a product is suitable for your circumstances to decide if a product is right for you.