At Auswide Bank, we understand that making the right financial decisions now can have a huge impact on your future goals and dreams.
Through our partnership with Alliance Wealth, Auswide Bank you can receive personal financial advice from expert advisors who can help you to build, protect and manage your finances - whether it’s simple planning and guidance for everyday budgeting or strategic advice for more complex situations.
Alliance Wealth works with financial advisers to provide individuals and families with personal financial advice. They pride themselves on really getting to know their clients through meaningful conversations and uncovering their goals and aspirations.
By working together to implement an achievable plan, Alliance Wealth and their team of financial advisers will help you stay in control of your personal financial situation and continue to support you as your financial needs change.
Your first discussion with an Alliance Wealth authorised financial adviser is obligation free!
They will present you with a copy of a Financial Services Guide, which outlines a fee range that may be charged.
Once your financial adviser has a greater understanding of your personal situation, they will prepare a more detailed costing for your consideration. The cost will depend on the complexity of your situation and the scope of advice you agree on.
Your Financial Adviser will explain all costs clearly to you as well as provide you with options to either pay the fee upfront, or the cost may come out of the products you choose.
If you do proceed with the advice, you will get to keep your personalised plan, known as a Statement of Advice. This documents the strategies and financial product recommendations from your financial adviser.
Your financial adviser may also present you with a service arrangement, which is designed to review your financial plan on an ongoing basis and make any adjustments, if necessary, to ensure it remains on track towards achieving your goals!
We’re here to help.
Auswide Bank Ltd ABN: 40 087 652 060, Australian Financial Services Licence ('AFSL') 239686 ('Auswide Bank') may refer you to Alliance Wealth Pty Ltd AFSL 449221 ABN 93 161 647 007 ('Alliance Wealth') – a wholly owned subsidiary of Centrepoint Alliance Limited ABN 72 052 507 507 - one of Australia's leading networks of advisers in financial services.
Auswide Bank's AFSL does not extend to the range of financial advisory services or products provided by Alliance Wealth (including its authorised representatives and licensed associates). We can only inform you that Alliance Wealth can provide those products and the services. Any factual information we provide is not intended to imply any recommendation or opinion about a financial product or service. We recommend you form your own opinion about these matters and seek advice from your financial adviser.
Unless specifically stated in the relevant disclosure statement, any financial product or service recommended by Alliance Wealth (or its authorised representatives and licensed associates) are not issued by and are not deposits or liabilities of Auswide Bank. Accordingly, Auswide Bank does not guarantee the repayment of capital or the performance of these financial advice products and your investment may be subject to investment risk, including possible delays in repayment and loss of income and principal invested.
Auswide Bank may receive a referral fee of between 5% and 10% of commissions, brokerage or fees on the financial services or products you receive as a result of a referral to Alliance Wealth.
In addition to their salary or wages, employees and authorised representatives of Auswide Bank may also receive discounts for personal advice from Alliance Wealth (or its authorised representatives and licensed associates).
For more information on Centrepoint Alliance Limited and Alliance Wealth Pty Ltd please visit: www.financialadvicematters.com.au/
