How we add value

As a Bank of Melbourne Private client you have access to a comprehensive offering, built around your goals, and backed by the financial resources of one of the world’s leading financial institutions.

Benefits of being a Bank of Melbourne Private client

EXCLUSIVE INSIGHTS

As part of one of Australia’s largest and most respected financial institutions, we can share latest insights, economic, institutional, FX, HNW and bespoke research from across the Westpac Group.

Private Wealth Investment Team
– Perspectives from Chief Investment Director
– Investment themes
– Investment seminars
– Due diligence reporting
– Market observations

Economic Research
– Westpac economic research
– Market insights

Institutional research
– WIB IQ
– FX news
– Institutional insights

EXTENSIVE OPPORTUNITIES

We have a broad whole-of-wealth offering including banking, lending, deposits, funds and markets. Protect and grow your wealth through open access to best-in-class investment opportunities with Westpac Group’s global reach. Underpinning this is a trusted and structured investment approach.

Cash, credit and yield
– Term deposits
– Wholesale bonds
– Credit/Inflation-linked
– Structured products
– Hybrids

Equity
– Wholesale funds
– Private equity
– Discretionary portfolios
– Online investing

Foreign Exchange
– Hedging products
– FX Investment
– Dual currency
– Participation deposits

Real Estate
– Wholesale funds
– Direct industrial

Super
– Savings
– Transition to retirement
– Retirement
– Corporate super

LEADING EXPERTISE

We can assemble market-leading expertise from our extended network of external specialists to deliver sophisticated solutions aligned to your goals.

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

Specialist Advice
– Wealth and estate transfer
– Tax advisory and structuring
– Super and SMSF strategy
– Philanthropic services

Education and networking
– HNW-interest forums
– Women’s market team
– Davidson Institute courses

EXCEPTIONAL BANKING SERVICES

A dedicated Private Banking team is committed to making your life easier. Our team of transactional specialists are focused on making your life simpler. You don’t have to visit a branch and you’ll discover an easier way to manage your finances. If your assets are overseas we can assist with access to wholesale rates as well as our house view on FX.

Everyday banking
– Extensive branch/ATM access
– Online and mobile banking
– Premium packages and bundles
– Choice and cheque accounts

Savings
– eSavers and Reward Savers
– Term deposits
– Foreign currency accounts

Credit cards
– Low interest/fee cards
– Reward cards

Lending
– Home/Personal/Margin/LOC
– Fixed and/or variable

Business Banking
– Business accounts
– Business loans
– Equipment finance

Risk protection
– TPD, income protection
– Credit loan repayment
– Home and contents

WEALTH MANAGEMENT ON YOUR TERMS

We understand that every client has different needs and we have tailored our service around how our clients want to work with us.

We cater to the diverse needs of our clients by providing a spectrum of advice solutions, from the flexibility of execution-only service for wholesale and institutional clients, to providing access to external specialists who support our client’s personal and comprehensive advice needs.