A dedicated Private Banker provides you with personalised solutions and advice

Day-to-day banking needs

Expect a range of banking solutions that will help meet your individual needs and aspirations.

Including:

  • Residential lending
  • Commercial lending
  • Personal savings and transaction accounts
  • Diamond Awards™ credit card
  • Foreign exchange
  • ·Asset Finance 

Strategic advice

Shaping recommendations having talked to you about your unique position and goals.

A focus that's less about the 'what' and more about the 'how' and 'why'.

Including:

  • Comprehensive needs analysis
  • Values based discussions
  • Documented terms of engagement
  • Appropriate ownership structures
  • Direct equities, managed funds and more
  • Clear, concise and effective advice
  • Ongoing reviews and progress reporting 

Protecting you and your family

You've worked hard to achieve and build on your success. It makes sense to protect it.

Your Private Banker will draw on the expertise of Wealth Managers with personal insurance experience. It's an essential way to ensure your family or your lifestyle will be financially supported in the event of serious illness, disability or death.

Including:

  • Assessment of insurance needs
  • Strategic recommendation to address insurance shortfalls
  • Wide selection of approved insurance providers
  • Life, total and permanent disability, trauma, income protection and business insurance 

Tailored investment opportunities

Every journey to success is different. We never take a 'one size fits all' approach to helping you build on that success and achieve your long-term goals.

Whether it’s exclusive investment opportunities, or the security of subscribing to a core equity portfolio you’ll get advice and opportunities tailored to your current and evolving needs.

Including:

  • ASX listed direct shares
  • Managed funds
  • Equity capital raisings
  • Direct bonds
  • Debt market opportunities
  • Initial public offerings (IPOs)
  • Structured investments
  • Wholesale investment opportunities 

Explore more about Commonwealth Private

Business people looking at documents

Our approach

Discover how we tailor our service, advice and solutions.

Our experience

See how our team's deep expertise and knowledge can benefit you.

Things you should know

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 and Australian credit licence 234945. 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. Commonwealth Private Limited Financial Services Guide (PDF) and B&PB and IB&M Financial Services Guide (PDF)