BT Personal Portfolio Service

For more information
call 131 817

The BT Personal Portfolio Service is an innovative service for people with more than $50,000 to invest. The service offers a total solution package for your investment and retirement planning needs throughout your life and consists of three components:

Each of the above components provide access to a diverse range of investment options, including Westpac Classic strategies, Westpac Sector Funds and funds offered by other leading external fund managers.

Westpac Classic Strategies
The service offers five investment strategies that are designed to meet most investors' needs. Rather than being restricted to one investment sector, Westpac Classic Strategies invests across a range of cash, bond, property and share investments.

Westpac Sector Funds
If the Classic Strategies do not completely meet your needs, you can construct your portfolio from a range of Sector Funds. The Sector Funds allow you to invest in the major investment types in any combination you wish.

External investment options
To further diversify your investment, you also have the option to include in your portfolio a range of investments offered by other leading external fund managers including:

Barclays Global Investors
BT Funds Management
Colonial First State
Credit Suisse Asset Management
Deutsche Asset Management
Macquarie Bank
Merrill Lynch
MLC Investments Limited

Keeping you informed
With the Personal Portfolio Service, all your information comes from a single source – even if your investments are spread among a number of different funds. Every February, May, August and November you will receive a comprehensive but easy-to-read personalised report on your portfolio.

A financial adviser can tailor a Personal Portfolio Service solution that can help you achieve your investment and retirement needs.

Fund performance

Check out our full range of investment tools and calculators.

Get financial advice

Find out what to expect and how to arrange a meeting with no obligation.

Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

Market Views

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Read our Financial Services Guide.

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.

The Administrator of the Westpac Personal Portfolio Service as well as the Responsible Entity of the Westpac Classic Strategies and Westpac Sector Funds (the "Underlying Funds") is Westpac Financial Services Limited ABN 20 000 241 127 of Level 4, 130 Pitt Street, Sydney. Offers of investments are made in current prospectuses. You can only invest in this service by completing an application form attached to the relevant current prospectus(s). You can obtain a copy of the prospectuses at any branch or by calling our Customer Relations Centre on 131 817.

Investments in this service are not investments, deposits or other liabilities of, and are not guaranteed by, Westpac Banking Corporation or member companies of the Westpac Group. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances and loss of investment value, including principal invested.