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Getting financial advice

Why you should use a Westpac Financial Planner: ^*

To understand the financial issues for you and your business
Be in tune with your vision and plans for the future
To understand and help you clarify your financial needs and goals
To provide you with a customised written plan and explain recommendations
To assist you in getting started with your business plan.

Find out what to expect and how to prepare for your meeting with a Westpac Financial Planner.

Make an appointment

Take control of protecting your business financially with a cost and obligation free confidential meeting with one of our Planners. Schedule an appointment today.

Westpac Financial Services Guide

Before you meet with one of our Business Financial Planners, find out about all the services they provide in our easy to follow guide.

Download the Westpac Financial Services Guide (PDF 412kb) or call us on 132 772 to request a paper copy.

Things you should know

*Westpac Financial Planners are representatives of Westpac Banking Corporation, AFSL No 233714.
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This information does not take your circumstances into account. Read the relevant Product Disclosure Statements or other disclosure documents before making a decision. Unless otherwise specified, the products and services described on this website are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. Conditions and fees apply.