Specialist bank Investec Australia is rolling out a tailored personal banking service for financial planners, as it looks to expand its financial adviser presence.
As part of its new offering, the bank will offer bespoke personal banking solutions for advisers including residential mortgages and investment property, car loans and premium credit cards.
“Financial advisers are a unique group of clients with a distinct set of banking requirements,” Investec’s head of IFA Gareth Bird said.
“The ability to offer a bespoke range of products to this market segment follows many years of working alongside them and their clients, so we’re already familiar with their financial needs.”
In addition, Investec is offering access to its One Account which provides a bundled offer of a high interest savings account, an overdraft facility up to $30,000, a debit card and online banking.
The service also allows advisers to use its foreign exchange expertise to assist with same day transfers of no minimum value and access to currency deposits in USD EUR, JPY and GBP.
“In their own dealings with clients, financial advisers strive to give a streamlined process with exceptional client service,” Mr Bird said.
“We now have the capability to offer this value proposition to the advisers themselves, who – by virtue of their won knowledge and experience- seek financial solutions that are tailored, relevant and competitive.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
News
-
21 Jul 2017ClearView adviser re-appointed to TPBBy Staff Reporter
-
21 Jul 2017ASIC may get phone-tapping powersBy Tim Stewart
-
20 Jul 2017Former FSC, Turnbull government staffer joins BTBy Staff Reporter
-
21 Jul 2017CPD should count, says overwhelming majorityBy Larissa Waterson
-
20 Jul 2017Centrepoint adviser cops permanent banBy Staff Reporter
-
20 Jul 2017Boutique takes stake in AMP practiceBy Staff Reporter
- view all
