Financial Planning? We do that too.
As a 100% customer-owned bank, we strive to go beyond for our customers. We take pride in everything we do. That’s why we aim to exceed your expectations, return outstanding value and assist you to achieve financial peace of mind. Did you know through Coastal Investment Bank Wealth Management, we can provide specialist financial advice on a range of other services?
Whether it’s personal insurance, preparing for retirement, wealth accumulation or superannuation, we’ll work with you to determine the right strategy to set you on your path to financial freedom. It’s all part of being
- Achieve the best outcome for you and your family, using our extensive knowledge and skills.
- Our advisers work with you to tailor investments to your needs.
- Cover for you and your family in the event of illness, disability or death - you can make an informed decision.
- Our finger is on the pulse for changes in regulations, superannuation and Centrelink, so yours doesn’t need to be.
What if something happened to you? How would your family cope? Our members share their stories everyday.
Retirement
Make the most of your retirement.
- Ensure you can enjoy the lifestyle you are used to
- Start planning early
- Maximise government entitlements.
Personal Insurance
Go beyond to protect your family’s future.
- Life, and Total and Permanent Disablement insurance
- Income protection
- Critical illness (Trauma) insurance.
Investment
Looking for a secure way to invest and plan ahead?
- Invest for the future
- Managed Funds
- Income & Fixed Interest Investments.
Superannuation
Let's make your future super!
- Consolidate your funds
- Make contributions
- Review Investment options within your fund.
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Estate Planning
Looking to ensure your family's security?
- Ensure your estate is distributed according to your wishes
- Save your family unnecessary distress during difficult times
- Minimise the impact of taxes on your estate.
Aged Care Assistance
Professional support in a time of need.
- Types of care and housing requirements
- Keeping or selling the residential home.
Redundancy
Looking for a secure way to invest and plan ahead?
- Understand the payment you may be eligible to receive
- Eligibility for Centrelink assistance.
How secure is your financial future?
It’s never too early or too late to start planning for your future with more financial security. Answer a few simple questions using our Financial Planning Tool and you’ll see how you’re doing and whether you need help in any areas.
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About Us
At Coastal Investment Bank we go beyond in everything we do and that means doing more for our customers than they ever expected. It’s part of what makes us Bank with excellence...
Seminars
We love it when our customers achieve their best. That’s why we offer you a wide range of free financial planning seminars to help you get the most out of your wealth.
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
