Getting financial advice

Call your Relationship Manager or Business Direct on 132 772

When it comes to your business, obtaining the right advice can be crucial to its success. Understanding and interpreting complex legislation, assessing investment choices and deciding on strategy options are some sound reasons why you need a planner who specialises in business matters to help you.

A financial planner can:

Understand the financial issues for you and your business
Be in tune with your vision and plans for the future
Seek to understand and help you clarify your financial needs and goals
Provide you with a customised written plan and explain recommendations
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 on our easy to follow guide.

Download the Westpac Financial Services Guide or call us on 132 772 to request a paper copy.

Terms and definitions

View explanations of key financial terms used in investment, lifestyle insurance and retirement.

Financial goals

Use our financial goals calculator to compare your current savings plan to your financial goals to see if you are on track.

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

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