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Many people are reluctant to go to a Planner because they feel they would be out of their depth.

Some people prefer to formulate their own financial plan and make their own investment and insurance choices. For the vast majority though, the more we learn about wealth management, the more we realise how much more there is to know – and prefer to get professional help from a Planner.

What can a Westpac Financial Planner do for you?

Whatever your needs, we have Planners and proven solutions that will help you achieve your financial goals, and we will provide a Planner that suits your needs.

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 Financial Planning

Before you meet with one of our Planners, find out about all the services they can offer in our easy to read guide.

Financial Planning - easy access to proven financial strategies (PDF 1.0Mb.)