Wealth Management
Wealth management is about giving you support and guidance on the best way to manage your finances — from debt management and investing, to protecting your family in case something happens to you. The right advice from the right people will help you achieve your goals, whatever they may be.
At Bank of Queensland, we can refer you to Genesys Wealth Advisers Ltd or StateWest Fiancial Planning Pty Ltd (for customers in Western Australia) should you require wealth management, financial planning and risk management advice.
StateWest Financial Planning can help you work out where you are now, what you may need in the future and what you must do to reach your goals.
Genesys can assist you to achieve your finacial goals and dreams.
Wealth and financial planning advice to customers in Western Australia is provided by StateWest Financial Planning Pty Ltd ABN 32 009 137 508, AFSL No. 240682. StateWest Financial Planning is a wholly owned subsidiary of and part of the Bank of Queensland group of companies. Bank of Queensland Limited does not guarantee the obligations or performance of its subsidiary or the products and services they offer.
Wealth and financial planning advice to customers in other States is provided by Genesys Wealth Advisers Ltd, ABN 20 060 778 216, AFSL No. 232686, principal member for the Financial Planning Association.
Bank of Queensland can refer you to a Genesys or StateWest Financial Planning advisor, however the Bank cannot provide you with any financial plannning services or advice. The information above has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of any advice before acting on it.