Preparing for your meeting

For more information
call 131 817

To make the most of your meeting with your Planner, make sure you are prepared and bring along:

Details of all your investments
Details of your superannuation policies
Details of any life insurance policies
Details of any accident/sickness policies
List of current assets and liabilities
Budget showing your income and expenses
Questions that you would like to ask your Planner

To make the most of your meeting, consider these questions:

What is the most tax effective way for me to save and grow my assets?
Am I ready to take advantage of the proposed changes to superannuation?
Should I be saving via super, non-super or paying off the house?
Is margin lending or gearing the right strategy for me?
What insurance do I need to protect myself and my family?
When should I start seriously planning for retirement?
How much do I need to live comfortably in retirement?

Before seeing your Westpac Financial Planner you can

download and complete the Westpac Planning Workbook (PDF 1.0Mb) on pages 7-11, which will help you clarify your current financial situation and investment goals. This will also help your Planner give you financial strategies to make the most of your money and your current circumstances.

You can also use our simple budget planner to assess how much you currently spend and how much you can potentially save each month.

Tools & calculators

Check out our full range of investment tools and calculators.

Where do I start?

If you're still not sure where to start, try learning about investing.

Any questions?

If you have any further queries, email your question to one of our experts.

Call us on 131 817
8.30am - 6.30pm (AEST)
Monday to Friday.

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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