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Is your super in it for the long haul? A Westpac Financial Planner can help your super go the distance from just $199.

Make an appointment with a Westpac Financial Planner or call 1300 362 732

 

A Westpac Financial Planner can help your super go the distance from just $199.


Is your super invested as well as it could be? Are you getting the most out of it? Not sure? Then now it's time to check. A Westpac Financial Planner can conduct a superannuation health check to assess your current situation. To get you started, your first appointment is obligation-free.

Then from just $199, you'll receive a plan to help your super go the distance. The plan they'll put together will advise you on:
  • Fast and effective ways to grow your super
  • How to get the benefits you're eligible for
  • Making the most of the tax benefits that superannuation provides
  • How much you need for the retirement you want
And, if your needs are more complex, we can help with that too.

So don't wait. Sort out your super with a Westpac Financial Planner and achieve the life you want.

 

 

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.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.

Things you should know:

1. The $199 plan promotion (the "promotion") is only available to new and existing Westpac customers who see a Westpac Financial Planner and who want advice about their personal superannuation needs and have between $5,000 and $100,000 to invest in superannuation.
2. The promotion is not available to customers who require advice about investment outside of superannuation, insurance, gearing, retirement income streams, government entitlements, self-managed super funds, estate planning or business financial planning. For those customers, a higher plan fee may apply which will be agreed with the customer prior to the preparation of the plan.
3. The promotion is not available in conjunction with any other discount offer or promotion and can be modified or withdrawn by Westpac at any time.
4. If the customer implements the financial plan other fees and charges may be payable. Details of those fees and charges will be included in the financial plan.

Westpac Financial Planners are representatives of Westpac Banking Corporation, AFSL No 233714.

Information current as at 20 November 2007.

Copyright © 2008 Westpac Banking Corporation ABN 33 007 457 141