Free financial review

Need a hand getting your banking or insurance sorted?

The Capricornian’s free financial health check is a confidential one-on-one session that helps you get closer to your financial goals.

It’s obligation free and you don’t need to be an existing member.

Contact us for your free appointment.


How long will my free financial review appointment take?

We aim to keep it informal and straightforward.  Your discussion should take approximately 30-40 minutes.

Do I need to be an existing customer to make an appointment?

No. You can access this free service even if you are not currently banking with us.

How much does it cost?

It’s a free service, with no obligation!  We simply believe you deserve a banking solution that works for you.

Step Up! Let us help you step towards your goals today.