All your investments - one report

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When it comes to investing, it's no secret that diversifying your portfolio is a good way to get the most from your investments. But finding the best range of funds and shares isn't always easy. And when it comes to keeping track of your investments, making sense of all the reports can be a difficult task.

BT Portfolio Wrap allows you to access and manage a diverse range of investments through a Westpac Financial Planner. And with consolidated reporting across the investments in your Wrap account, you can keep on top of your investments.

There are two options:

BT Portfolio Wrap – a Wrap service which allows you to invest in managed funds, securities and cash, and access margin lending
BT Portfolio SuperWrap – a Superannuation fund through which you can invest your superannuation or allocated pension money into managed funds, securities and cash

Expert advice – your Financial Planner can provide you with informed advice and an investment strategy to suit your financial objectives.

A wide range of investments – with the help of your Westpac Financial Planner, you can choose from over 50 ASX-listed securities and over 60 managed funds, from Westpac and non-Westpac investment providers, including BT Financial Group, MLC, Colonial First State, Merrill Lynch and Macquarie. You will also have a cash account that ensures your money works hard even between investments.

One view of all your Wrap investments – no matter how many Wrap investments you and your Financial Planner select, all your investment information is consolidated into one report, showing your portfolio value, all your transactions and your income and expenses, making life a lot easier - especially at tax time.

Instant information for greater control – you can keep track of the value of your investments at any time online, which means you're always informed and always in control.

To set up your BT Portfolio Wrap service make an appointment with a Westpac Financial Planner today, or find out more by downloading our brochure.

BT Portfolio Wrap

Download the
BT Portfolio Wrap brochure (PDF 81kb).

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.

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Before making any investment decisions, we recommend you consider whether it is appropriate to your individual circumstances and you consult a Financial Planner. The number of ASX-listed securities your planner can help you choose may increase in the future.

BT Portfolio Services Limited ABN 73 095 055 208 operates and administers BT Portfolio Wrap and administers BT Portfolio SuperWrap (the 'Wrap Service'). WBC is not responsible for bringing this service to you. Its role is limited to distributor only. An investment acquired using the Wrap Service is not a deposit with, investment in or any other liability of WBC or any of its related entities. Investments acquired using the Wrap Service are subject to investment risk including possible delays in repayment or loss of income and principal invested. None of WBC or any of their related entities stand behind or otherwise guarantee the capital value or investment performance of any investment acquired through the Wrap Service.