The Commonwealth Bank group offers access to one of the largest financial planning networks in Australia. Our qualified professional financial planners can assist you in a number of ways when you are moving to Australia. Specifically, they can assist you to understand the Australian investment and insurance environment and government legislation in regards to Superannuation.
Whether you're an expert or novice investor, good advice is important. Commonwealth Financial Planners specialise in helping you make the right investment decisions. A Commonwealth Financial Planner will work with you to develop a detailed plan designed to achieve your personal financial goals.
UK Pension Transfers
Many of our financial planners have had specialist training on the transfer of UK Pensions to the Australian Superannuation System. This is a specialist area of advice and utilising the expertise and experience of a Commonwealth Financial Planner can ensure that you are aware of all the implications of transferring your UK Pension, and that you can be assisted in the process by a qualified adviser.
The Planning Process
A financial adviser can help you achieve your financial goals by putting together a financial plan for you to follow.
They will work with you to establish:
- How comfortable you are with different levels of investment risk
- What your specific financial planning goals are - retirement, home ownership, wealth creation, income protection, etc
- A plan that can help achieve those goals
- What investments are appropriate for you
If you wish, your financial advisor can then create a detailed, written financial plan and work with you to implement it.
How do I contact a financial adviser?
From Overseas
Email commonwealthfinancialplanning@cba.com.au or call +612 9303 2700 to contact a Commonwealth Financial Planner or to organise an appointment.
In Australia
Call 1800 241 996 or enquire at your local Commonwealth Bank branch.
