Advice for your future.

Looking for advice? You need a financial adviser who understands your needs and dreams.

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Financial Planning? We do that too.

As a 100% customer-owned bank, we strive to go beyond for our customers. We take pride in everything we do. That’s why we aim to exceed your expectations, return outstanding value and assist you to achieve financial peace of mind. Did you know through Beyond Bank Australia Wealth Management, we can provide specialist financial advice on a range of other services?

Whether it’s personal insurance, preparing for retirement, wealth accumulation or superannuation, we’ll work with you to determine the right strategy to set you on your path to financial freedom. It’s all part of being the other way to bank.

  • Achieve the best outcome for you and your family, using our extensive knowledge and skills.
  • Our advisers work with you to tailor investments to your needs.
  • Cover for you and your family in the event of illness, disability or death - you can make an informed decision.
  • Our finger is on the pulse for changes in regulations, superannuation and Centrelink, so yours doesn’t need to be.

What if something happened to you? How would your family cope? Our members, Mark and Whitney share their story.


Retirement

Make the most of your retirement. 

  • Ensure you can enjoy the lifestyle you are used to
  • Start planning early
  • Maximise government entitlements.

Find Out More.

Personal Insurance

Go beyond to protect your family’s future.

  • Life, and Total and Permanent Disablement insurance
  • Income protection
  • Critical illness (Trauma) insurance.

Find Out More.

Investment

Looking for a secure way to invest and plan ahead?

  • Invest for the future
  • Managed Funds
  • Income & Fixed Interest Investments.

Find Out More. 

Superannuation

Let's make your future super!

  • Consolidate your funds
  • Make contributions
  • Review Investment options within your fund.

Find Out More.

Estate Planning

Looking to ensure your family's security? 

  • Ensure your estate is distributed according to your wishes 
  • Save your family unnecessary distress during difficult times
  • Minimise the impact of taxes on your estate.

Find Out More.

Aged Care Assistance

Professional support in a time of need.

  • Types of care and housing requirements
  • Keeping or selling the residential home.

Find Out More.

Redundancy

Looking for a secure way to invest and plan ahead?

  • Understand the payment you may be eligible to receive
  • Eligibility for Centrelink assistance.

Find Out More.


How secure is your financial future?

It’s never too early or too late to start planning for your future with more financial security. Answer a few simple questions using our Financial Planning Tool and you’ll see how you’re doing and whether you need help in any areas.                    

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About Us

At Beyond Bank we go beyond in everything we do and that means doing more for our customers than they ever expected. It’s part of what makes us the other way to bank.

Find out more.

Seminars

We love it when our customers achieve their best. That’s why we offer you a wide range of free financial planning seminars to help you get the most out of your wealth.

Register now.


This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia

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As you may know, Microsoft recently made the decision to discontinue its support of Internet Explorer 8 (IE8). This leaves users exposed to potential security risks. As a result, Beyond Bank's Internet Banking will no longer support Internet Explorer 8 or earlier versions. Going forward, Beyond Bank will support Internet Explorer 9 or later to ensure the security of your accounts.

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