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Evans Head branch will be closed on Tuesday 23 July due to a planned power outage. We apologise for any inconvenience this may cause. Please call 1300 728 728 for further assistance

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Financial Planning

Helping you live a life on your terms and plan for the future.

Financial Planning

Helping you live a life on your terms and plan for the future.

Live the good life

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising through your 50s, 60s, 70s and beyond, getting the advice of a professional financial planner can help you live the ‘good’ life, whatever that means to you.

A well-crafted financial plan can help you reach important milestones, like buying a home or retiring early. It can also help you navigate unforeseen challenges, ensuring you’re prepared if you are caught off guard.

Why Choose Summerland Bank?

Summerland Bank has been a vital part of the Northern Rivers NSW and regional communities since 1964. With expert guidance from our financial planning partners Bridges, gain clarity on investing, estate planning, tax strategies, and more, so that your money is working as hard as you do.

Friendly and approachable

Too often, the thought of speaking to a financial professional is too intimidating so we put it on the back burner until it’s too late. Our warm and welcoming team is always ready to listen, understand, and help turn your questions into answers. Let’s work together to help you realise your potential.

Comprehensive and holistic

We know how important it is to take in the whole picture. By getting to know who you are and what you care about, receive a financial plan that fulfills your immediate needs but also aligns with your long-term goals.

Flexible and tailored

Everyone’s financial journey is unique, and your plan should reflect that. Offering bespoke financial plans that align with your goals, it’s made for you and with you, every step of the way.

Skilled and experienced

Summerland Bank has been a vital part of the Northern Rivers NSW and regional communities since 1964. With expert guidance from our financial planning partners Bridges, gain clarity on investing, estate planning, tax strategies, and more, so that your money is working as hard as you do.

What a financial planner can help you achieve

With the guidance of a friendly and experienced financial planner, you can focus on enjoying all that this weird and wonderful life has to offer, confident that your financial wellbeing is safeguarded for years to come.

Comfortable and stress-free retirement

Whether it’s a serene beachside retirement or perhaps a cabin in the woods, we are here to turn those dreams into reality. Let’s get you on a path that ensures you can hang up your ‘work boots’ with confidence, knowing you’ve got more than enough to enjoy the retirement you dream of.

Build and manage an investment portfolio

Whether you’re new to investing or looking to grow your existing portfolio, get expert support to guide you so that your money continues to grow, while also reflecting your values, and helping you meet long-term goals.

Safeguard your assets

Just like the pesky potholes around here, life is full of unexpected bumps in the road. While we can’t predict them, we can certainly help you prepare for them. From insurance to diversification strategies that help you minimise risk, let’s put protective measures in place for maximum peace of mind.

Estate and legacy planning

Often when we’re thinking about the future, our vision includes more than just us. Navigate the complexities of estate planning, from wills to trusts and everything in between, to ensure your legacy and those you love are taken care of.

Learn more about what we offer

Give our team a call during business hours (8:30am-5:00pm AEDT or Northern Rivers time, Monday to Friday) on 1300 728 728.

Visit a branch

Find your closest Summerland Bank branch and our friendly local team will be ready to help.

Request a call back

Choose a time that works for you, and we’ll be in touch.

Fine Print

Financial planning advice provided by Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL 240837. Part of the IOOF group. In referring to Bridges, Summerland Bank does not accept liability or responsibility for any act or omission or advice provided by Bridges or its Authorised Representatives.

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