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Our clients

Our clients come from diverse backgrounds but all share a story of success. We provide a spectrum of advice, from the flexibility of 'Execution-only' service for wholesale and institutional clients, to the dedicated attention of Comprehensive Advice.

We cater to the diverse needs of our clients by providing a spectrum of advice.

Business owner
Business owner

“Intricate business solutions integrated with my overall wealth plan.”

My Bank of Melbourne Private team completely understand my business and personal wealth goals and work closely with me and my advisors to deliver solutions that are right for me.

Lawyer
Lawyer

“Finding time to manage my personal finances was becoming difficult.”

Since becoming a partner at the firm, I have had less time to manage my personal finances. It is great to be able to rely on my private banking team, not only to manage my day-to-day banking needs, but also to develop and implement strategies that will continue to grow my wealth.

Retiree
Retiree

“I needed a plan that would help to protect and grow what I had worked so hard to achieve.”

Achieving my career goals was both exciting and terrifying. I was proud of what I had achieved and afraid because I hadn’t really thought about what to do next. Bank of Melbourne Private was there to help me get the best possible start to my new life and build strategies to protect and grow my wealth.

Self directed – GIS client
Self directed – GIS client

“As a seasoned investor, I know what I want.”

I like to manage my own wealth, but continuously seeking new investment opportunities. Through its Global Investment Service, Bank of Melbourne Private provides me with access to unique and wholesale offers.

Looking for a private bank that caters to your needs? Contact us

Tailor your experience

We understand that every client has different needs and we have tailored our service around how our clients want to work with us.
No matter how you like to work, we will make sure the service we provide works for you.

Looking for a bank that provides advice on your terms? Contact us

What we do

What we do

     

  • Local Expertise
  • Banking Services
  • Advice On Your Terms
  • Investment Opportunitites
  • Insights

    A truly Victorian Private Bank

  • Financial Advice

    Financial Advice

    • Financial Advice
    • Retirement Planning
    • Lending and gearing
    • Business succession planning
    • Expatriate and cross-border

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  • Specialist Advice

    Specialist Advice

    • Wealth and estate transfer
    • Tax advisory and structuring
    • Super and SMSF strategy
    • Philanthropic services

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  • Education & Networking

    Education & Networking

    • HNW-interest forums
    • Davidson Institute courses

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  • Everyday Banking

    Everyday Banking

    • Branch/ATM access
    • Online and mobile banking
    • Premium packages and bundles
    • Cheque accounts

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  • Savings

    Savings

    • SENSE accounts, Incentive Saver
    • MaxiSavers, Term deposits
    • Foreign currency accounts

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  • Credit Cards

    Credit Cards

    • Low interest/fee cards
    • Reward cards

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  • Lending

    Lending

    • Home/Personal/Margin loans
    • Fixed and/or variable

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  • Business Banking

    Business Banking

    • Business accounts
    • Business loans
    • Equipment finance

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  • Risk Protection

    Risk Protection

    • TPD, income protection
    • Life and trauma insurance
    • Home and contents

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  • Comprehensive Advice

    Comprehensive Advice

    • Comprehensive Advice

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  • Issue-Specific Advice

    Issue-Specific Advice

    • Issue-Specific Advice

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  • General Advice

    General Advice

    • General Advice

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  • Self Directed

    Self Directed

    • Self Directed advice

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  • Super

    Super

    • Savings
    • Transition to retirement
    • Retirement
    • Corporate super

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  • Real Estate

    Real Estate

    • Wholesale funds
    • Direct industrial

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  • Foreign Exchange

    Foreign Exchange

    • Hedging Products
    • FX Investment
    • Dual currency

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  • Equity

    Equity

    • Wholesale funds
    • Private equity
    • Discretionary portfolios
    • Online investing

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  • Cash, Credit & Yield

    Cash, Credit & Yield

    • Term deposits
    • Wholesale bonds
    • Credit/Inflation-linked
    • Hybrids

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  • Private Wealth Investment Team

    Private Wealth Investment Team

    • Perspectives from the Chief Investment Director
    • Investment thematics
    • Invitations to briefings
    • HNW investor sentiment indicator
    • Due diligence reporting

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  • Economic Research

    Economic Research

    • Economic research
    • Market insights
    • eQR

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  • Institutional Research

    Institutional Research

    • WIB IQ
    • FX news
    • Institutional insights

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Looking for service and support that works for you? Contact us

Our team

Our local Private Banking team can make managing your finances easier by providing superlative service, whilst accessing all of the capabilities of one of Australia’s largest financial institutions.

Looking for a team of specialists to help you grow your wealth? Contact us

Insights

At Bank of Melbourne Private, we pride ourselves on our delivery of thought leadership focusing on global and local investment thematics.

At Bank of Melbourne Private, we pride ourselves on our delivery of thought leadership focusing on global and local investment thematics.

Quarterly Thematic
Quarterly Thematic

Quarterly Thematic

Chief Investment Director, George Toubia, provides exclusive insights on global and domestic investment trends.

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View Magazine
View Magazine

View Magazine

Published twice a year, our client magazine includes key insights on the Australian and global economy and stories of successful Australians.

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HNW Investor Sentiment Report
HNW Investor Sentiment Report

HNW Investor Sentiment Report

A quarterly report designed to deepen our understanding of high net worth (HNW) individuals.

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Perspective Report
Perspective Report

Perspectives Report

Our Chief Investment Director provides insights on global and domestic investment trends.

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Looking for valuable insights into global market trends? Contact us

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Find out more about how we can help grow and protect your wealth

Submit an enquiry


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