Start with expert advice
Everything you wanted to know about financial planning but were too busy to ask.
Planning your financial future is straightforward with St Andrew’s. We provide you with the advice you need, in language you can understand and in a way that is easy to action. Our Financial Advisers create a plan for you that’s flexible, and changes with you as your needs do. So what’s involved?
There are six simple steps:
(Step 1) Arrange to meet with a St Andrew’s Financial Adviser by calling 1300 780 563 or visiting a BankWest branch or RACV shop
(Step 2) Explore your needs and financial circumstances with your Financial Adviser
(Step 3) Discuss and agree on your goals and financial objectives with your Financial Adviser
(Step 4) Your Financial Adviser develops your financial plan
(Step 5) Your Financial Adviser presents and discusses with you your financial plan that outlines the investment requirements to meet your goals
(Step 6) Agree and implement your financial plan with your Financial Adviser
Your Financial Adviser will establish a partnership with you and, through regular reviews, your plan may change over time to ensure it remains relevant with changes in your life and needs.
We will keep you up to date with the performance of your investments with regular reporting and information.