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Investments
Investment tools
Take the guesswork out of financial planning with these handy calculators and checklists.
Shed light on your current finances, what you may need at retirement and the interest a term deposit would earn.
Scan a list of information you could bring to your first meeting, to help the Wealth Manager understand your current situation.
Swiss Trust Wealth Managers' disclosure statements are available on request and free of charge from your Swiss Trust Wealth Manager.
Disclaimer: The information contained in this Swiss Trust website is for informational purposes only. Neither the Manager, the trustee of the Fund/Trust, Swiss International Trust Bank, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the securities offered or any of the investments or returns made in respect of the Fund/Trust. The securities offered are subject to investment risk including loss of income and principal invested.
Disclaimer: The information contained in this Swiss Trust website is for informational purposes only. Neither the Manager, the trustee of the Fund/Trust, Swiss International Trust Bank, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the securities offered or any of the investments or returns made in respect of the Fund/Trust. The securities offered are subject to investment risk including loss of income and principal invested.
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