Along the way, you'll want some of life's finer things, such as a new car, a boat or overseas holidays. You'll also want to have protection in place for your possessions, your lifestyle and yourself as you head towards a comfortable retirement. That's when planning ahead would make a significant difference.
Wealth management is about much more than building assets. It's about navigating your way through life, setting and realising your personal goals, budgeting and investing to ensure a secure future.
Unlike other large financial institutions, all of BankVic's profits are re-invested back into our business so we can offer our members low or no-fee banking, quality products and services, and competitive interest rates. Our financial planners are salaried employees who aren't offered any additional remuneration on product sales, so you're assured of genuine professional advice. From police officers to nurses, we've helped Australians from various walks of life improve their financial well-being, so you can rely on us for personalised and transparent advice.
Our financial planners and superannuation professionals are representatives and employees of BankVic, they do not receive commission. We recommend you read our Financial Services Guide (PDF) for further information about how our financial planning services contribute to the income of BankVic. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice, you should consider whether the advice is appropriate for you. Before you make any decision to acquire any product or service, you should obtain and consider the relevant Product Disclosure Statement available from a BankVic branch or by calling 13 63 73. BankVic acts as an agent for a range of life insurance product issuers. Our financial planners are members of the Financial Planning Association of Australia and our superannuation professional is a member of the Association of Superannuation Funds of Australia. ™Superfuture is the exclusive registered trademark of BankVic, Registered Trademark 831100.