Want to multiply your wealth?
You don’t need a lot of money when you're building wealth. You do, however, need a plan.
We believe in long-term prosperity for the many, not the few. We can help you plan the big picture, and will work with you closely to find the investment strategy that’s right for you.
Investing for the future
Building wealth starts with the investment basics. Remember – building wealth takes time and knowledge, not just good luck.
Basic wealth-building strategies include:
- Creating a budget
- Have a savings plan
- Borrowing to invest
- Regular investing
Our wealth-creation strategies include managed funds, shares and borrowing to invest. Whatever your investment goals, we can help you meet them in a tax-efficient way.
Ethical and responsible investing.
Ethical and responsible investing is a holistic approach to investing that goes beyond financial reports. It’s about investing in companies that meet environmental, social and governance (ESG), or any other ethical standards.
Ethical and responsible investments now represent 44% of Australia’s professionally managed assets, and is growing. It’s also influencing our everyday banking, as 87% of Australians expect the money in their bank accounts to be invested responsibly.1
As members of the Responsible Investment Association Australasia (RIAA), we’re proud to offer responsible and ethical investment options to our members. We’re also a certified B Corp that aims to be a force for good.
Whether you’d like to avoid industries such as gambling and tobacco, or want to include positive impact investments such as green energy, our financial advisers can tailor an investment portfolio around what’s important to you.
Contact a financial adviser today.
Borrowing to invest
When you borrow to invest, you gain access to more assets. This is called margin lending or gearing.
It is, however, not without its risks. While borrowing to invest may allow you to multiply your gains, it can also magnify any losses.
There are different ways to gear into investments, including margin lending using a home equity loan, or even using a geared managed fund that borrows internally.
We can help you consider if gearing is a suitable strategy and if so, which ones are right for you.
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1 Source: RIAA's From Values To Riches 2020 report.
The Content does not constitute financial and/or tax advice and should not be relied upon as such. You should seek financial and/or tax advice from a registered professional before acting or relying on any Content. 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 Beyond Bank Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.