Private Client Solutions

Solutions to meet your every need

Make life easier with our range of banking and investment solutions that work to make more of your wealth.

• Access to award-winning products to streamline your day-to-day banking
• Trusted and highly qualified financial advisors to who aim to provide a strategy that meets your needs
• Portfolio of services including insurance, superannuation and gearing designed to help you manage, grow and protect your wealth

Streamline your day-to-day banking requirements with access to St.George’s award-winning range of products. Our broad range of banking services includes cash management and transaction accounts, credit cards, term deposits, lending solutions, foreign exchange and much more.

Our financial advisers are industry recognised and highly qualified in providing strategic advice to suit the needs of clients with complex financial requirements. They develop an understanding of your attitude to risk and then work with you to set your financial goals and develop a strategy to help you meet them.

Insurance is something many people don’t think about until it’s too late. But having insurance cover can mean the difference between financial pain and security if something goes wrong. At St.George Private Clients, our advisers will assess your individual situation and recommend solutions to suit your needs. We have a range of flexible options to meet your needs both now and in the future.

With superannuation now being one of the most tax-effective ways to provide and invest for your retirement, we can help devise strategies to ensure you’re set up for the most comfortable future possible. This may include providing advice on whether a self-managed super fund (SMSF) is suitable for you.

Our in-house experts can advise you on how best to unlock the equity in your existing investments as part of an overall wealth accumulation strategy. With a greater amount invested there are opportunities for greater returns over the longer term, as well as potential taxation benefits. Of course, this also magnifies the potential for losses if investments perform poorly, so it’s not a strategy for every investor.

If you have a special investment request we can recommend an external expert to provide the appropriate advice. These include:

• Tax planning
• Estate planning
• Philanthropy
• Property Advisory
• Non-resident lending 

Find out more by calling 1300 134 500, Monday to Friday, 8.00am to 6.00pm (Sydney time).

Call one of our St. George Private Client Directors today to find out how you can become a client.

Email us - Send an email enquiry