Wealth Planning Solutions

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Commonwealth Bank helps you with financial planning advice as you navigate the stages of building, preserving and transferring your wealth.

Building Wealth

Commonwealth Bank helps you with wealth-building strategies, working to understand your needs and making sure you have the right financial plan in place.

Preserving Wealth

Commonwealth Bank helps you with ongoing wealth preservation strategies to protect your assets and plan for your family’s long-term financial well-being.

Transferring Wealth

Commonwealth Bank helps you with wealth transfer planning so you can provide for future generations and support the causes that are important to you.