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How financial planning can help

With access to the latest tools and knowledge, our team of Commonwealth Financial Planners are part of the Commonwealth Bank, Australia’s largest, strongest and most experienced financial organisation. They’ll work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.

Strength and experience

Experience: The team have been providing holistic and personalised advice for over 20 years. To ensure the highest standard of advice, Commonwealth Financial Planners adhere to comprehensive education standards and industry membership requirements.

Simplicity

Simplicity: You’ll be involved throughout the entire process, and you can be sure that your financial plan will be explained in easy to understand language.

Accessible

Accessible: With more than 600 financial planners and a network of over 1,000 branches across Australia, you’ll always have access to the support you need - in person, over the phone or by video conference.

Transparency

Transparency: The planning process, your financial plan and any costs involved will be clearly explained - so there'll be no surprises.

Expertise

Personalisation: Whether it’s one-off or ongoing advice, insights will be incorporated into your personalised plan to help reach your goals, even if your situation changes.

Choice of products

Choice of products: Investment and insurance options will be recommended as appropriate for you, potentially including a range of high quality options offered by other leading financial institutions in Australia and globally.

To kick-off your journey towards a more secure financial future, book your free initial consultation with a Commonwealth Financial Planner today.

 Learn about the financial planning process, such as what to expect in your first appointment and how to prepare.

 Not sure if financial planning is for you? Watch our value of advice video to find out more.

 

Talk to us

Call us on 1800 138 713

(Monday to Friday, 8.30am to 5.30pm AEST)

Open Advice Review Program

If you received financial planning advice from Commonwealth Financial Planning or Financial Wisdom between 1 September 2003 and 1 July 2012 and have any concerns, find out how to start your review.

Learn more

Things to know before you Can:
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 the Commonwealth Bank of Australia ABN 48 123 123 124.

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