Financial Planning

Want to know more about how financial planning services work? Check out our FAQs.

Our wealth management financial advisers are a highly qualified team of professionals who have a broad knowledge base and depth of experience in providing personal financial planning advice. 

They work together and with you to ensure that your needs and expectations are considered and a plan that will have you working toward your end goal. We have financial advisers available in all of our regions for appointments, this may be in person, by phone, skype or video conferencing from one of our branch offices, where available. 

Your first appointment is complimentary and obligation free. After your initial appointment, a financial adviser will listen to what you are wanting to achieve or help you understand what may be possible in general terms, discuss the associated costs based on the advice that will need to be covered and plan they recommend. 

You decide if you would like to explore the possibilities further and wish to proceed with a written personalised Statement of Advice for the fee discussed.

Our financial advisers are a highly qualified team of experienced and friendly professionals. They provide advice on investments, superannuation, retirement planning, personal insurance, estate planning and transitioning to aged care.

We partner with you to create and protect your financial freedom by building a pathway to success.

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Beyond Bank Australia Ltd ABN 15 087 651 143 AFSL/Australian Credit License 237 856 ('Beyond Bank') arranges travel insurance as agent of AWP Australia Pty Ltd ABN 52 097 227 177 AFSL No. 24563.

All other general insurance is arranged as agent of Allianz Australia Insurance Limited ABN 15 000 122 850 AFS Licence No 234708 (Allianz).

Neither we nor any of our related companies guarantee the benefits payable under the policies or the repayment of any premium. PremierCare® is a registered trade mark of Beyond Bank Australia.

When we arrange insurance, we may receive a commission from the insurer. The commission is calculated as a percentage of the premium you pay, not including any taxes or other government charges. The amount of commission varies depending on the type of insurance and will be in the range of 0% to 30%. Commission is only payable on premium actually paid. We may also receive a profit share payment based on the profitability of eligible products in our insurance portfolio. Ask us for more details before we provide you with the services.

Any advice here does not take into account your objectives, financial situation or needs, which you should consider before acting on any of our recommendations. All information regarding the benefits, features or extent of cover provided by any of the policies is provided as a summary only. You should refer to the relevant Product Disclosure Statement (“PDS”) for the full policy terms, conditions, exclusions and limitations. The PDS can be reviewed from this website or you can call us on 13 25 85 and request a copy. If you obtain or purchase insurance through our website you also agree to have received our Financial Services Guide (FSG) which is available from this website. 

Beyond Bank Australia Ltd ABN 15 087 651 143 AFSL/ Australian Credit Licence 237856 is an agent for Allianz Australia Insurance Limited (ABN 15 000 122 850) of Level 12, 2 Market Street, Sydney, NSW, 2000, telephone number 132 664.

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