Investments

Westpac, together with BT, offer a range of investment options and our financial planners can help you create a personalised plan tailored to your financial situation and goals.

Financial planning

Financial Planning

Let us help you achieve your financial goals. Book your complimentary initial consultation today.  

We can provide you with a practical plan with tailored advice on;  

  • Maximising your superannuation, and effective transition to retirement strategies
  • Building or diversifying your investment portfolio
  • Insurance options to protect you and your family.

More about Westpac Financial Planning

Share trading

Share trading

With Westpac Online Investing you can:

  • Open an account and get one month’s FREE brokerage*
  • Trade online from $19.95 or 0.11% of trade value, whichever is greater, when you settle to an integrated Westpac Cash investment Account (excludes ETOs and global markets)
  • Integrate your trading and gearing solutions with our Westpac Online Investment Loan and get the complete picture of your borrowings and shares in the one place.

More about Westpac Online Investing

Things you should know
  • * Special introductory offer: One month’s FREE brokerage
    Only available to new Westpac Online Investing customers who open an account on or before 21 November 2014. Existing customers are not eligible. You will not be charged the first $50 (inc. GST) of brokerage on each contract note trade settled within 30 days of account opening (Introductory Period). This offer is for online trades in ASX-listed shares only (options and international equities excluded). We reserve the right to end the Introductory Period early on one business day’s notice in the event that a customer’s trading activities exceed reasonable limits determined by us in our discretion. Once the Introductory Period has ended, the standard rates of brokerage will apply. This offer is not redeemable for cash and is not transferable. Our normal terms and conditions apply unless otherwise specified here.

    It’s important you check the detail
    This information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, you should consider the appropriateness of the information, having regard to your objectives, financial situation and needs and, if necessary, seek appropriate professional advice. Make sure you read all the disclosure documents.

    Westpac Financial Planners
    Westpac Financial Planners are authorised representatives of Westpac Banking Corporation, a licensed securities dealer.

    The first consultation with a Financial Planner is free with no obligation. However every financial plan is different, and has different levels of complexity. If you decide to proceed with a plan after the initial consultation, your Financial Planner will explain any costs and seek your agreement prior to any fees being charged.

    Westpac Online Investing
    Share trading through Westpac Securities Limited ABN 39 087 924 221, AFSL 233723 (Westpac Securities) is a service provided by Australian Investment Exchange Ltd ABN 71 076 515 930, AFSL 241400 (the Participant), a Participant of the ASX Group and Chi-X Australia.The Participant is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this website is directed to and available for Australian residents only.

    Know your risk when investing in securities and derivatives
    Investment in securities and derivatives involves risk. Share prices rise and fall. The payment of dividends and the return of capital are not guaranteed. Read the Financial Services Guide accessible at westpac.com.au/onlineinvesting. This provides you with the services the Participant and Westpac Securities can provide. Read all relevant Product Disclosure Statements or other disclosure documents.

    Australian Investment Exchange Ltd ABN 71 076 515 930, AFSL 241400 tries to ensure that the information provided is complete and correct. Check any important item(s) with us before making any decisions.

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