Financial planning

With more than 120 fully accredited financial planners and access to 42 Fund Managers, St.George works with you to reach your financial goals. Your initial meeting with a Financial Planner will investigate your current situation, discuss your specific financial and personal goals, assess your risk profile and devise a strategy tailored to your needs.

Your Financial Planner can assist in the following areas:

Make the most of your superannuation
Maximise your income in retirement
Review ways to secure your lifestyle and financial goals
Learn how to diversify your investments across shares, managed funds, property, fixed interest and cash
Discuss strategies to help reduce tax
Learn how to accumulate wealth through margin lending
Investment gearing strategies and risk protection
Provide expert advice on redundancy or early retirement.

A St.George Financial Planner helps you make more informed decisions about your money so you can maintain or improve your lifestyle and reach your financial goals.

View a summary of the Financial Planning process.

To find out more about the investment options that suit you, arrange to meet a St.George Financial Planner or call us on 1300 367 240 between 9am-5pm (EST), Monday to Friday.