| |
Wealth Package Plus - Key Features
Key Features
| Benefits | Savings
Calculator | Terms and Conditions
| Further Information | FAQ
Wealth Package Plus has been developed to reward valued clients for their loyalty and business. This exclusive package offers a complete range of premium banking, broking, investment and insurance products.
Wealth Package Plus saves you time and money through one versatile and efficient package by offering you:
- Preferential interest rates and fees on selected home loans, investment home loans and lines of credit to free up your cash or to help you repay your loans faster
- One of either a Premium Banking Gold Credit Card or a Platinum MasterCard each with no annual fee and automatic membership to Commonwealth Awards
- Preferential pricing on a financial plan prepared by a Financial Adviser who can provide you access to Risk Advisers and Investment Advisers to help you develop a strategic approach to managing your finances
- Access to in-depth, market leading research and investment analysis to empower you to make more informed investment decisions
- Significant discounts off home and contents insurance premiums to protect your most valuable asset
- More efficient ways to do business over the phone, on the web or through a relationship manager if you require one
Eligibility
To qualify for Wealth Package Plus, all you require is:
- Total holdings with the Commonwealth Bank Group of at least $150,000
initially and $100,000 on an ongoing basis; and
- To pay an annual fee, currently $495 (this can be paid by any Commonwealth Bank credit card or Commonwealth Bank transaction account).
|