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Getting financial advice

Why you should use a BT Adviser: *

  • To understand the financial issues for you and your business
  • Be in tune with your vision and plans for the future
  • To understand and help you clarify your financial needs and goals
  • To provide you with a customised written plan and explain recommendations
  • To assist you in getting started with your business plan.

Find out what to expect and how to prepare for your meeting with a BT Adviser.

Make an appointment

Take control of protecting your business financially with a cost and obligation free confidential meeting with one of our Planners. Schedule an appointment today.

Westpac Financial Services Guide

Before you meet with one of our Business Financial Planners, find out about all the services they provide in our easy to follow guide.

Download the Westpac Financial Services Guide (PDF 412kb) (PDF 138KB) or call us on 132 142 (8am-8pm, Monday - Friday) to request a paper copy.

Things you should know

* Westpac Financial Planners are representatives of Westpac Banking Corporation, AFSL No 233714.

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