Homepage Beyond Bank Australia newsroom

HUNTER BASED UNIVERSAL FINANCIAL PLANNING JOINS BEYOND BANK AUSTRALIA

Announcement posted by Beyond Bank Australia 04 May 2016

4 May 2016
From today, Beyond Bank Australia Wealth Management services available in the Hunter will be even more comprehensive with the experienced staff from Universal Financial Planners (UFP) joining the team.

The acquisition of UFP by Beyond Bank Australia will provide a strong support team for their clients, providing the expertise, experience and level of service their customers expect, and has increased the banks Hunter based wealth professional staff to six employees

“Don’t let the name fool you, clients don’t have to be ‘wealthy’ to benefit from seeing a financial planner. Our wealth management team is dedicated in taking the time to understand your needs – and your dreams – and helping you prepare financially to achieve your goals,” said Beyond Bank’s General Manager Professional Services, John Lipkiewicz.

“Our financial planners are highly qualified and friendly professionals. We provide advice on investment management, superannuation, and retirement planning, personal insurance, estate planning and transitioning to aged care.” 

Beyond Bank’s local General Manager, Ray O’Brien said, “We are very excited about this acquisition.  UFP has an outstanding reputation for providing their clients with excellent financial planning advice and assistance here in the Hunter.”

UFP’s Executive Director, Jay McNabb added “Sixteen years ago my wife and I started Universal Financial Planning; we had a dream to provide financial advice and strategies to hard working families in the Hunter.  During that time, our entire team have worked diligently to achieve our goal, and we are proud to say UFP has provided sound advice and lending services to thousands of families in our region.”

“When we started talking to Beyond Bank about combining our services, we knew we were talking to a bank that could take our wealth management success to the next level. Our organisations share the same focus on providing value to our customers and the community, and this makes the acquisition a great fit, that will return more value to our customers and the Hunter community,” said Mr McNabb.

“This acquisition strengthens our financial services platform in the Hunter region, and with the combining of the UFP and Beyond Bank financial planners, we now have a stronger team of professionals who are ready to assist our customers achieve their financial goals,” said John Lipkiewicz.