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Helping your clients

Financial education

Your clients can improve business efficiency and performance through a range of financial education programs, delivered in a range of  formats to suit their needs.

  • Improving financial knowledge
  • Managing and understanding cash flow more effectively
  • Tips for budgeting, forecasting and planning.

Client referrals

Where you refer a client, they are treated like one of ours and will include a personal introduction to a banker or financial planner for banking and wealth needs.

Self managed superannuaton

For clients wanting to take advantage of legislation changes allowing self managed superannuation fund owners to borrow for investment properties, we offer a solution to meet those needs, as well as services to meet reporting and compliance requirements.

Like to know more?

With access to all of the resources and significant branch network of Westpac, our team are eager to discuss with you ways of improving the effectiveness, growth and profitability of your accounting practice.