Financial planning

The Commonwealth Bank Group has one of the largest financial planning networks
in Australia.

Our expert financial planners will work with you to determine your financial goals, from home ownership to income protection and wealth creation, and develop a detailed plan to help you achieve these goals.

They can also provide advice on the Australian investment and insurance environment and government legislation in regards to superannuation. Many of our planners have specialist knowledge in the transfer of UK pensions to the Australian superannuation system. They will ensure you are aware of the implications of transferring your UK pension, and assist you in the process.

If you are overseas, email ukpensions@cba.com.au or commonwealthfinancialplanning@cba.com.au, or call +61 2 9303 2700 to organise an appointment with a Commonwealth Financial Planner.

In Australia, call 1800 241 996 or enquire at your local Commonwealth Bank branch.

Important information

• The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared by Commonwealth Financial Planning Limited without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.
  
  Commonwealth Bank customers who wish to obtain information about investments may do so by contacting a Commonwealth Financial Planner. Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.