If you're looking for financial advice we can help
Our financial advice could help you plan ahead by thinking about your finances now, to shape the future you're looking for.
We can make personalised recommendations on many aspects of your financial life, such as protecting your family to planning for your retirement.
Plus, we've got a range of investment options that could make it easier to achieve your goals.
You should aim to invest for at least 5 years, but your money isn't locked away. You can access it at any time. Investing also has its ups and downs – so you could get back less than you invest. Eligibility criteria and fees apply.
Why get financial advice with CCU?
Tailored advice
We provide personalised advice based on your lifestyle and financial situation
Global market reach
Our financial advisers have an understanding of different markets because of our global reach. So, you'll have access to a world of opportunities.
Dedicated specialists
A specialist will help to determine which advice option is the most suitable for you.
A range of investment and insurance options
We’ll recommend investment and insurance products, hand-picked from selected providers, including CCU.
More ways that financial advice could help you
- Protect you and your family
Have peace of mind, knowing you and your loved ones could be financially protected should the unexpected happen.
- Save for your children’s future and education
Give them a head start in life, from their education and into the future.
- Contact us or visit a branch
- Plan for your retirement
From consolidating pensions to managing your wealth, we can help you prepare for and maintain the lifestyle you want to live throughout retirement.
- Manage and grow your wealth
Establish your financial goals and create a plan to support you in achieving them, whether that's through saving, investing – or both.
- Pass on your wealth
Find out how to leave a lasting legacy for your loved ones and future generations.
- Contact us or visit a branch
- Get discretionary investment management
Find out if our premier investment management could be right for you, where investment decisions are made on your behalf, by a Wealth specialist. $250,000 or more, of assets or cash is needed to invest. Other eligibility and fees apply.
Who can apply?
You can receive our financial advice if:
You have $100,000 or more in savings and investments
You have an CCU current account and you're registered for online banking
You're at least 18 years old
If you a citizen all countries we hold branches at.
If you decide to go ahead with our recommendations, you'll need an CCU current account and be registered for online banking.
Fees
Your adviser will explain all the fees and charges to you before you commit to any recommended advice.
If you take our advice you'll pay a one-off 2.75% fee (or a $960 minimum charge). If you decide not to take our advice you’ll pay a $420 report fee.
