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Wealth management and personal finance

A successful business practice does not always equate to individual financial success. Achieving your personal financial aspirations can be dependent on many factors:

  • Any future equity contribution the firm may require as it grows or as other partners leave
  • The level and timing of partner salaries and drawings
  • Your investment and retirement strategy
  • Intentions as to any eventual sale of your interest in the practice.

In an industry where time is a premium, you'll also want to ensure your own personal day-to-day banking arrangements are structured to save you time and effort, and where you can have direct access to a dedicated Westpac Relationship Manager who understands your needs.

Our professional services banking specialists and financial planning teams can help with your personal wealth management needs, transactional banking solutions, and with funding options to finance your home, your property and share investments, or equity/loan contributions to the firm. Where you are eligible, your banker can also put you in contact with our industry-leading Private Bank1, offering access to financial specialists and a range of dynamic solutions.

Managing your own superannuation
is increasing in popularity as individuals seek greater control in building retirement wealth. We offer a range of services to help meet reporting and compliance guidelines and better manage your superannuation investments. If you have a self-managed super fund and are looking to use these arrangements to help you buy a residential investment property through your fund, we can provide advice and solutions to help you implement that strategy.

We can also provide a full range of competitive solutions to meet the needs of your staff.

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.

Things you should know

Any application for finance will be subject to the Bank's normal lending criteria. Terms and conditions apply and are available on request.