From everyday banking services to complex wealth structuring, we offer a range of solutions to help create and maintain your financial advantage.

As a St.George 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.

How we add value wheel

Benefits of being a St.George Private client

EXCLUSIVE INSIGHTS

As part of Australia’s largest research house, we can share best 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
– High Net Worth Investor Sentiment Indicator Report
– Due diligence reporting
– Market observations

Economic Research
– Westpac economic research
– Market insights

Institutional research
– WIB IQ
– FX news
– Institutional insights

EXTENSIVE OPPORTUNITIES

Protect and grow your wealth through open access to best-in-class investment opportunities with Westpac Group’s global reach.

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 Strategic Wealth Advice team and extended network of 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 to make managing your finances easier: providing exceptional service when you need it.

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

ADVICE 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.

Our clients expect us to provide them with relevant, timely insights, top tier expertise, and exclusive opportunities. We deliver this to clients through our ‘advice on your terms’ service model. This can include ‘execution-only’ banking and financial services through to limited and comprehensive advisory services or a combination – all depending on each client’s preference.

– Self-Directed
– General
– Issue-Specific
– Comprehensive

Find out more how St.George Private can help grow and protect your wealth