The basics

If you’re looking to organise your personal and investment borrowings to best suit your financial needs, you may benefit from our Portfolio Package.

Modify your investment plan

When was the last time you looked at your investment plan? Do you need to change it based on your current financial situation?

As an experienced wealth builder, you should consider reviewing and updating your investment plan from time to time to help you determine your next investment goal, or just to be sure that you're on the right track.

Your financial planner or accountant can assist you with modifying your investment plan.

Create a budget

The most important part of making your investment plan work is creating a practical budget. Sticking to your budget means you take full control of your finances and helps ensure you have enough money to pay your investment-related expenses such as loan repayments and council rates.

Here are some useful links.

  • You may also find our Budget Planner useful in helping you create your budget.

Any advice has been prepared without taking account of your objectives, financial situation or needs. BankVic cannot provide tax advice. Before acting on the advice you should consider whether the advice is appropriate for you. Investment and taxation advice should be sought from an experienced adviser. Our financial planners may be able to assist with investment advice. Before you make any decision to acquire any product or service you should obtain and consider the relevant Product Disclosure Statement available on our website, at a branch or by calling 13 63 73. As an AFSL holder, BankVic sells general insurance products under an agreement with Insurance Australia Limited ABN 11 000 016 722 AFSL 227681 trading as CGU Insurance. Terms, conditions, limits and exclusions apply. If you purchase insurance we will receive a commission that is a percentage of the premium. Fees and charges apply. Interest rates are variable and subject to change. Information on our terms & conditions, interest rates and fees & charges are available on request.

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