As a Premier Banking customer, your Relationship Manager will undertake regular Financial Health Checks to best understand your current financial needs and where you want to take your finances in the future.

This allows us to tailor financial solutions to meet your specific concerns and provide proactive support if there are any changes in your financial landscape. Regular Financial Health Checks will help grow your finances and ensure you have the best financial solutions.

During a Financial Health Check, your Relationship Manager will ask you a series of questions relating to your financial position and explore your answers to ascertain your goals and ambitions – from buying a house to starting a family to retirement. They’ll look at your current lifestyle and any potential changes to determine how these might affect your finances now and in the future.

Your Relationship Manager will also discuss your financial interests - from property to shares right through to more diversified investment types - along with your contact preferences. This enables them to contact you over time with the most relevant advice, products and offers to suit your changing needs.

 

Financial Health Checks are undertaken every 6-12 months so we can:

• Look for ways to save you money and optimise your finances
• Identify and address your specific concerns in the areas of investment strategy, estate planning, credit needs and insurance
• Ensure you have the right accounts for your banking needs
• Help you keep up to date with banking options to make your life simpler