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In the Australian banking world, if you have complex banking needs, or need a level of confidentiality, your bank may support you with your very own relationship banker to help you manage your banking affairs. Known as a private banker, business banker or premiere banker.
We regularly hear from our clients that their banking relationship can be a revolving door of bankers who are great for a period of time before they move on to other departments or banks.
This can be frustrating, as you keep having to explain your situation to someone new all the time.
You may not know how to get the most out of your relationship, and your contact may not really understand what you need or even have time to get to know you because you are one of many they look after.
Nathan has a working knowledge of this space, understands what’s possible, and can help you optimise your position with the services on offer. He has relationships with bankers who have been in their roles for many years and don’t plan to move into different areas.
He will foster relationships to match you with the appropriate bank to ensure an appropriate alignment with your current and future needs.
Think of Nathan as your independent banking relationship manager who works collaboratively with your bank contact. Keeping them up-to-date and accountable, etc.
It won’t matter if your banker changes, as Nathan will still be your liaison with the bank and will get the new banker up to speed.
And if you’re not happy, Nathan can negotiate on your behalf, put forwards your needs, and work with your bankers to get you the best outcome.
He can call upon his extensive network to get you a better deal and make sure your banking needs are met.
Nathan will also work collaboratively with your financial adviser, accountant, or lawyer to make sure you have the right support from your trusted advisers.
You do what you do best and leave the banking to Nathan.
Feel confident you’re getting a good deal with an on-hand negotiator.
Nathan doesn’t work for the banks so isn’t wedded to a solution for you.
Helping you find the best fit and have control over your financial position.
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