Skip to main content Skip to main navigation
Skip to access and inclusion page Skip to search input

The brief

Proactive Planners:
Love to be in control. You may need a little more vision, and a long-term plan that has room in the budget for lifestyle, splurging, having fun, or ‘risk’.

Possible relationship impacts:
Proactive planners are ideal role models for budgeting and saving but may become a little too rigid with tracking spending.

Proactive Planners could benefit from:
Combining finances with a partner may help the Proactive Planner to learn to be more flexible with their finances. Consulting a financial advisor may help them see where their savings could work harder and help them feel more comfortable with being flexible.

Next steps

You can choose to save this page as a PDF or email the results to yourself so you can refer to it later.


Email my results


This feature will allow you to email a summary of your results to yourself or share it with someone else.


We collect personal information from you to provide you with your service, and manage your service. We may also use your information to comply with legislative or regulatory requirements in any jurisdiction, prevent fraud, crime or other activity that may cause harm in relation to our products or services and help us run our business. We may disclose your personal information to other members of the Westpac Group, anyone we engage to do something on our behalf, and other organisations that assist us with our business. Please refer to our Privacy Policy at, or call us on 1300 130 467. for further details.

Thank you



Error submitting form.

Things you should know:

The recommendations as a result of you using this tool is intended as a guide only. It is for illustrative purposes only and is based on the accuracy of the information provided. This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.