Tailored financial solutions and holistic advice
We provide you with a single point of contact, who will work closely with you to understand your present situation, your future goals, and those of your family, all in the strictest of confidence.
Receive comprehensive service and contemporary advice from a team of Private Bankers and Private Wealth Managers specialising in banking, lending, strategic advice, investment advice and insurance.
Commonwealth Private Investment Committee
At Commonwealth Private, we believe that strong and transparent governance is essential for sustainable investment performance.
That’s why our Board has appointed a dedicated Investment Committee comprised of senior Commonwealth Private executives and experienced investment professionals who ensure that rigor, accuracy and precision underlies our investment process and strategy.
Every investment opportunity offered by our Private Wealth Managers is rigorously examined and approved by our Investment Committee prior to becoming a recommendation to our clients.
Products and services offered by other entities of the Commonwealth Bank Group are subject to exactly the same stringent research and due diligence process as those from external providers, so you can be confident that the advice you receive has been exhaustively researched.
Commonwealth Private Office
To further deepen our personalised service capability, the Commonwealth Private Office was created in 2010 to cater for Ultra High Net Worth families. Typically these clients have investable assets of $10 million and require a broader level of investment advice and engagement.
Our clients’ investment objectives are often measured against an inflation benchmark and involve intergenerational components, such as ‘next generation’ education around financial literacy.
With growing wealth, the complexities surrounding a family’s affair also grow, and typically our clients require an engagement which helps them plan beyond the current set of circumstances and over the next generation, and sometimes generations.
A number of our clients have philanthropic aspirations, which often sits high on their agenda. So overall we assist by providing a governance framework for the family to use as a guide for the ongoing management of their financial affairs.
Our comprehensive wealth management offering also incorporates unique platform that provides consolidated reporting at a holistic/family level or individual/entity level to deliver greater detail. All reporting is further supported by comprehensive tax reporting at the end of each financial year.
Commonwealth Private offers tailored banking and advisory services for clients with household income in excess of $400k p.a. or the intent to invest or borrow $2.5million or more.
Contact your local Private Banker on 1300 362 081 or alternatively request a callback.
This information has been prepared by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL/Australian Credit Licence 234945 (Commonwealth Bank). Commonwealth Private’s services are provided by a team consisting of Private Bankers who are representatives of Commonwealth Bank and Private Wealth Managers who are representatives of Commonwealth Private Limited. Financial Services Guide