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Investment Expertise
Global knowledge for every latitude
Get your money working round the world
- It's a big world out there. With investment opportunities to match. No one helps you take advantage of everything it has to offer like HSBC. That's because HSBC leverages a global collective knowledge and 140 years in the financial services industry to provide wealth management options that are tailored to your needs, at your latitude.
Experts in financial planning
- Knowledgeable HSBC Premier Relationship Managers can refer you to a Financial Planner who will assist you in making informed choices, helping you achieve your goals at every stage of your life with access to personalised financial planning^.
- You will have the opportunity to review the progress of your investment portfolio with your Financial Planner if your investment needs change at any time.
Selecting the right investment
- Being 'The World's Local Bank', we pride ourselves on providing insightful global and local market information to help you make informed investment decisions.
- HSBC offers a comprehensive range of wealth management products to help you leverage the most appropriate wealth management solutions to achieve your financial goals. Our qualified Financial Planners can assist you in making informed choices to help you achieve your life goals.
- We offer a comprehensive range of wealth management products including:
- WRAP and Master Funds
- Superannuation
- Allocated Pensions
- Annuities
- Managed Funds
- Mortgage Funds
- Deposit Services
- Personal and General Insurances
The contents of this page have been prepared without taking into account your objectives, financial situation or needs. Before making any decision about whether to acquire a financial product you should obtain and consider the relevant Product Disclosure Statement (PDS) which is available on our website, www.hsbc.com.au. Terms, conditions and other restrictions apply. Issued by HSBC Bank Australia Limited ABN 48 006 434 162 AFSL No. 232595.
The information provided is intended as a general guide for reference. Benefits and features may be subject to local country regulatory restrictions. For detailed information please refer to the Premier Service Guide available at any HSBC branch or by calling 1300 131 605 (or + 61 2 9005 8114 from overseas).
