WEALTH MANAGEMENT

  • Home
  • |
  • Wealth Management

Wealth management built around you.

Wealth management built around you.

Our team can help you maximise your wealth potential, no matter what your financial goals are.

Partner with a Relationship Manager

The Citigold experience begins with a dedicated Relationship Manager. Hand-picked for their knowledge, passion and commitment to remarkable customer service, you can expect your Citigold Relationship Manager to be as committed to your financial success as you are.

Your Relationship Manager will partner with you to ensure your transactional banking needs are attended to. Your Relationship Manager is assisted by a Service Relationship Manager, who will provide you with outstanding service and support.

Book an appointment with a Relationship Manager today

Financial planning

Our team of Wealth Specialists is on hand to provide expert advice to help you achieve your financial and lifestyle goals.

A Citigold Wealth Specialist will work with you to understand your overall financial picture, understand your financial and personal goals, and develop a personalised strategy that is designed to meet those goals.

We take a thorough and detailed approach to financial planning:

Discover

We will listen, understand, and assess your current financial position and financial goals. We'll then discuss strategy and investment options that may be suitable for your situation.

Propose

We will prepare a Statement of Advice, which will detail the financial strategies we recommend that you implement in order to achieve your goals. We'll explain the reasoning behind the recommended strategies, and the fees and charges involved.

Implement

With your approval to proceed, we will implement the agreed strategy in close consultation with you.

Review

We offer an ongoing review service to ensure your financial plan remains appropriate for your circumstances.

Financial advice

We understand that our clients have different needs and know-how. We offer different types of advice, from specific recommendations that take your personal circumstances into account, or a download on general product information, research and market views.

Client Directed

While we're always on hand to facilitate your banking and investment needs, you don't require specific advice from us in order to make financial decisions.

General advice

We'll provide you with product information, research and market views; without taking your personal or financial circumstances into account. General advice is often provided by your Relationship Manager.

Personal advice

Our team of Wealth Specialists can provide you with specific recommendations that consider your personal circumstances, financial situation or objectives, to help you make decisions.

Request an appointment with our team

Important Information Important Information

This is general advice only and was prepared without taking into account your objectives, financial situation or needs. You should consider if the advice is appropriate for your situation. We recommend you seek professional advice on your personal circumstances before acting on the information contained in this material. Please note some products are not available to US persons and may not be available in all jurisdictions. You should read the Product Disclosure Statements (PDS) or Terms and Conditions, available online or from a Citibank branch before you make an investment decision. Investments are subject to risk, including possible delays in repayment, loss of income and principal and may decrease in value as well as increase in value. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investments are not a deposit with, liability of, or guaranteed by Citigroup Pty Limited, Citibank, NA, Citigroup, Inc. nor their related entities.