Welcome to Bankwest Private Bank.

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1 Welcome to Bankwest Private Bank.

2 At Bankwest Private Bank, we are dedicated to building effective, long-lasting relationships. Bankwest has been helping Australians reach their goals for over 120 years. A pretty big achievement based on a surprisingly simple principle; strong relationships lead to better outcomes. That s why, at Bankwest Private Bank, you ll find a team that s dedicated to building effective, long-lasting relationships; a team that takes the time to discover what matters most to you. This is what makes us who we are.

3 How we work with you. Whether you re purchasing a new home, wanting to protect your assets or getting ready to retire, at Bankwest Private Bank, we believe you deserve an approach that s every bit as unique and personal as your goals. That s why you ll have access to a nationwide service with a strong local presence. Armed with a wealth of experience, our local Private Client Managers are up to date with the latest in-depth financial, and market insights to help you take the right steps forward. It s the individual service we offer that makes our relationships so strong. We re also fully mobile, ready to meet at a time that suits you.

4 Want to make your banking easier? We want you to be able to do less banking and more living, and with Bankwest Private Bank, our Private Client Managers will provide solutions that suit your everyday needs and lifestyle, making the journey a little easier. Buying a new home or adding to your property portfolio? When buying a new home or looking to invest, everyone s needs are different. So, by understanding what matters to you, we re able to give you the latest residential market information and a range of home loan options to help optimise your finances.

5 Diversifying your investments? Need the latest economic research? With Bankwest Private Bank you have direct access to a number of financial specialists, including CommSec Advisory. They ll work with you to help you increase your wealth by expertly guiding you through local and international equity markets, access to IPOs, fixed income options and structured investments. Keep up to date with the latest economic research to help with life s biggest decisions. Our dedicated research team can provide unique insights and in-depth analysis of trends, plus developments in both Australian and international markets. Drawing on our complete suite of services across key asset classes, we can construct your portfolio from the ground up or renovate and rebalance an existing portfolio.

6 Need to protect your assets and income? What will you need for retirement? There s nothing more important than protecting your family; today and into the future. That s why we want to ensure you get the right specialist support to help make the right decisions for you and your loved ones. We all want to be comfortable in our retirement. We can refer you to wealth management specialists who will be there to keep you on track for the most important phase of your life every step of the way.

7 Running a business? In business, every day can be a challenging experience. That s why the Bankwest Business Banking team are there to make sure your business banking runs as smoothly as possible. Our dedicated Relationship Managers provide a range of capital solutions, cash flow management services, and merchant and trade facilities. Keep up to date with the latest market movements. The market can move quickly, but we make sure you re ready for any big changes with the help of our Financial Markets Dealers. Our dedicated team is AFMA accredited, and has extensive experience in Foreign Exchange and Interest Rate markets to help you achieve your risk management goals every step of the way.

8 A word from Bankwest Private Bank General Manager, Greg Caust. Throughout life, we set ourselves many goals, and we know that these goals can come with their own unique challenges. Whether that s buying a new home, protecting your family for the future, starting a new business or even saving for a comfortable retirement, having the right expertise for life s major decisions and milestones is essential. At Bankwest Private Bank we are passionate about the relationships we have with our clients, and by taking the time to understand your goals, we ensure you get the expertise you need to deliver on what matters to you. Thank you for choosing Bankwest Private Bank. Talk to a Private Client Manager today private.bank@bankwest.com.au

9 Any advice given is of a general nature only and is not based on any consideration of your objectives, financial and taxation situation or needs; you should, before acting on this advice, consider its appropriateness to your circumstances. We recommend that you seek independent advice on taxation issues from your taxation advisor or accountant. Commonwealth Securities Limited ABN AFSL ( CommSec ) is a wholly owned, but non guaranteed, subsidiary of the Commonwealth Bank of Australia. Lending criteria, fees and charges apply. Terms and conditions apply and are available on request. Bankwest, a division of Commonwealth Bank of Australia ABN AFSL/ Australian credit licence