Financial Planning
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We have sold our Financial Planning service to CCA Financial Planners, effective 1 May 2025.
We are proud to have found a new provider with a strong value proposition and the customer-centric values that Bank First Member’s deserve. We believe that having a dedicated financial planning entity focused on managing our Member’s financial planning matters, combined with Bank First looking after their banking needs, will provide a contemporary and superior service for your holistic financial journey.