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Exclusive investment and banking services

 

Private Bank is dedicated to providing a superior level of service for each client. We'll work with you to develop an agreed strategy for meeting your financial needs, and harness a range of specialists to help achieve them.

As a client of Private Bank you'll have access to:

  • Your own dedicated Private Banker – committed to understanding your particular needs, financial goals and expectations
  • Private Bank experts – a Westpac Financial Planner to assess your risk management position, review your asset allocation and retirement plan, and develop a comprehensive investment strategy
  • Managed investments – access to a broad range of domestic, international and specialised investments through Westpac as well as independent fund managers, resulting from our acquisition of Rothschild Australia Asset Management and the BT Financial Group
  • Private Portfolio Management – a personalised investment service customised to your needs, and designed to address your ideal investment mix
  • Investment seminars and client-only events – exclusive invitations to wealth creation, accumulation and protection seminars by industry specialists and the chance to network at client-only social events
  • Exclusive banking products and services – a range of products with competitive pricing on interest rates and fees

Banking
As a Private Bank client you will receive personalised service for all your traditional banking and transactional requirements, from a dedicated Private Bank team of experts. You'll also benefit from our experience in structuring complex credit arrangements.

Of course you can access Telephone Banking and secure Internet Banking 24 hours a day, seven days a week. You also have the choice of a range of products, including:
  • Transaction and cheque accounts
  • At-call and term deposits
  • Credit cards
  • Mortgage and line-of-credit finance
  • Home and investment loans
  • Equity broking
  • Margin lending facility provided by BT Securities Limited ABN 84 000 720 114
We're there, wherever you are
We'll meet wherever is convenient for you, including your home, office or at one of our Private Bank offices.

For expressions of interest and any enquiries, please contact us.

Please note that membership criteria applies. For information about eligibility, find out about our membership criteria.

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