About financial planning
Whether you're saving for your first home, wanting to reduce debt, or trying to achieve the lifestyle you want in retirement, a financial planner can help you build, protect and manage your wealth.
People First Bank has teamed up with Fiducian Financial Services, a national financial planning organisation, to offer you professional financial advice.
The Fiducian team aims to provide its clients with tailored solutions to meet their financial goals and lifestyle aspirations.
About Fiducian
Fiducian has been helping people plan their financial futures for over 20 years and has offices across Australia.
Fiducian takes a personalised approach with its clients in order to provide them with quality financial advice. Fiducian views financial planning as an ongoing partnership with its clients, identifying the best wealth solutions and strategies to successfully meet its clients' current and future needs.
To speak with a financial planner from Fiducian, please visit https://www.fiducian.com.au/financial-advice/find-a-financial-adviser/.
Fiducian Financial Services Pty Ltd ABN 46 094 765 134 AFSL 231103 (Fiducian).
Planning my financial future
Our aim at People First Bank is to be with you all the way, supporting your banking needs no matter what stage of life you are at. And we have the right banking products and the right people to help you achieve your financial goals, including:
Take control of your financial future
Whether the future is next year, 10 years ahead, or your retirement, we firmly believe you can make it better – not only by having the right financial products - but by sensibly managing and monitoring your money. By investing a little bit of your time now to make sure your finances are set up well, you’ll be able to reap the rewards in the years ahead.
Financial literacy
From saving for a holiday to a house deposit, it's important to understand your options and the terms you'll need to know to make a choice that's right for you.
Business Banking
To help make things a little easier we’ve put together some insights on managing and growing your business.
Financial Care Hub
Learn more about how to navigate difficult times and the next steps and resources that may be able to help.
Ways to bank
Find out how to easily track and manage your money, your way. From your mobile to your desktop and beyond.
Supporting your plan
While People First Bank does not offer financial planning advice, we certainly recognise that a sound financial plan – developed by a qualified professional – can be a powerful tool to build and protect your wealth, from today until retirement and beyond. So, if you have a plan, we have the financial products to help make it a reality, with everything from savings accounts and credit cards through to home loans and insurance.
Home loans
Investing in property
Build your wealth with property investment for capital growth, income and more. We can provide advice on the right strategy and loans to maximise your investment.
Savings
Debt consolidation
Whether you're looking to reduce the costs of borrowing, or for help to manage your finances, debt consolidation could be the answer.
Need some help? We've got you covered.
Get in touch with us and we can help you get the answers you need.
Log into Digital Banking to send us a secure message by clicking the link below, or by using your People First Bank App.
Find your nearest branch, lending and advice centre, or home loan adviser.
