FINANCIAL PLANNING

Planning your future on a global scale.

With our global network and local expertise, our team of Wealth Specialists has the knowledge, experience and tools to provide unique and tailored solutions to help you achieve your financial goals.

How financial planning can help.

It pays to have a goal in life and a Citibank Wealth Specialist can help you reach yours. With over 200 years’ experience and one of the largest global networks, we have the tools, knowledge and experience to assist you define and develop a personalised plan to achieve your goals. Our global reach and experience, means that we can provide a unique perspective and access to a range of solutions across our network, coupled with the support you need to help you every step of the way.

Types of financial advice.

We understand that no two people are alike. This is why we offer different levels of advice, so that you can choose the level that best suits your needs.

Client directed: You prefer to make your own financial decisions without any advice from Citibank. Any decisions you make will be communicated to Citibank to execute your request only.

General advice: You prefer to make independent, informed financial decisions with general product information and insights.

Personal advice: Plan your financial future with expert guidance from our specialist team. We look holistically at your finances and identify efficient strategies to structure your savings, loans, investments and superannuation.

To make an appointment to speak with one of our Wealth Specialists, simply visit us in-branch.

Preparing for your first meeting

The more information you bring to your initial appointment, the better! As this will help your Wealth Specialists to understand your financial situation.

Key information to bring:

Important information:

Any advice is general advice only. It was prepared without taking into account your objectives, financial situation, or needs. Before acting on this advice you should consider if it's appropriate for your particular circumstances. You should also obtain and consider the relevant Product Disclosure Statement and terms and conditions before you make a decision about any financial product, and consider if it’s suitable for your objectives, financial situation, or needs. Investors are advised to obtain independent legal, financial, and taxation advice prior to investing.

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