Why choose us

Enjoy peace of mind with dedicated service and financial specialists

As you would expect with St.George, we strive to develop genuine relationships you can trust and rely on. In fact, we pride ourselves on treating our clients as if they were family. Our down-to-earth approach and can-do attitude provides a relaxed atmosphere, where you can be comfortable talking about your finances.

We sit down with you to develop a holistic financial plan, helping you with everything from day-to-day banking to objective investment solutions. You’ll have access to a dedicated Client Relationship Manager who manages your relationship with St.George Private Clients. And, as part of the St.George Group, we offer direct access to an extensive team of specialists, to provide you with the type of strategic advice and knowledge you need.

St.George Private Clients can offer you:

• A dedicated Client Relationship Manager, a go-to-person for all your needs.
• Holistic financial solutions tailored to your unique and complex needs by your own team.
• Access to a team of specialists from every financial field, offering you strategic expertise and advice.
• Advice on how to best structure your existing assets, from investments to remuneration packages.
• Advice on how to enjoy the tax advantages of superannuation, as well as retirement planning
• Insurance advisers who can direct you on how to appropriately protect your wealth and your family’s future
• Execution of your financial strategies, working closely with you and your other professional advisers, such as an accountant or solicitor