Your Team Your Team Your Team

Your Team

With you throughout your wealth journey.


Our Journey Together

Our wealth management partnership begins with knowing you and aligning ourselves to your goals. Your dedicated Relationship Manager supported by a team of wealth management specialists will provide insights and guidance that will help keep your financial goals on track.

Your Dedicated Relationship Manager

Your Dedicated Relationship Manager

Works hand in glove with you to understand your personal wealth management goals, and helps you achieve them.

Financial Planning Specialist

Offers advice on how you can protect what matters most after working with you to understand your insurance needs.

Service Relationship Manager

Service Relationship Manager

Partners with your Relationship Manager to provide round the clock service and support.

Treasury Service officer

Advises you on market opportunities and integrates treasury products that fit your investment strategy.

Wealth Management Specialist

Wealth Management Specialist

Designs wealth plans and investment strategies together with your Relationship Manager that helps you meet your financial goals.

Mortgage Specialist

Provides personalised services to guide you through the entire property purchase process.