Westpac

Westpac Financial Planning - The right planner for you

Whether you are starting your wealth creation journey with as little as $2,000, or millions in a complex portfolio, we have Planners and proven solutions that will help you achieve your financial goals. For individuals, depending on the complexity of your situation and needs, you will be referred to one of our 500 specialist planners. If you are self employed or a business owner, we have specialty Business Planners, and for larger businesses or senior executives, a Private Bank Planner is available.

When you talk to one of our Planners, you get:

• Access to a specialist to get the best possible expert advice for your situation
• Advice that's easy to understand
• Fees explained clearly and up front
• A personalised plan tailored to your financial situation and goals
• Access to a wide range of investments from different fund managers
• Financial illustration software to show you a range of personalised scenarios

Westpac Insurance

Protecting yourself, your family and your most important assets is a vital part of financial planning.  Westpac Insurance offers a complete range of insurance options to cover everything from your car and house to your income and travel.  

• Life and income insurance
• Home, Contents and Personal Valuables Insurance
• Car Insurance
• Landlord's Protection Insurance
• Travel Insurance
• Insurance online at a competitive price. 

Westpac Private Bank

Westpac Private Bank is the private banking division of Westpac Banking Corporation (‘Westpac’) and was Australia’s first private bank. Our clients benefit from:

• Exceptional personal service and private access to Westpac’s complete wealth and banking offering, including products, services and specialists from our wealth management arm, BT Financial Group (‘BT’).
• Access to experts who have deep insights into local tax, investment and superannuation law and in-depth knowledge of Australian markets, to help our clients reach their financial goals.

Westpac Private Bank services are also available in Asia and New Zealand. 

www.westpac.com.au