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Everyone has different goals in life. But whatever your dreams are, good financial advice can help you achieve them. What's more, a qualified adviser can help you decide what to do right now, so you can live for today knowing you're prepared for the future.
 

Westpac has been helping Australians with their finances for almost 200 years and in partnership with BT want to help even more Australians achieve their financial goals. BT Financial Group has one of the largest financial advice networks in the country and has been helping Australians with quality financial advice for over 40 years. It's this depth of experience that we bring to your financial planning. Perhaps you're just starting out and need only simple financial advice services, or you may be well on your way to achieving financial success and need help with more complex portfolio management.
 

Whatever your needs are, our team provides personal financial advice solutions that are tailored to you. And you can speak to us over the phone, via video or in person. So whether you're looking for an adviser in Sydney, Melbourne, Perth or Toowoomba, we'll find a financial adviser who can help.

Who is BT?

BT has been helping Australians prepare for the best since 1969. Today we work with thousands of customers to find superannuation, investment and insurance solutions to suit their personal needs and goals. We're also a specialist in financial advice.
 

We seek to help our customers become better investors and we work with them by offering guidance and tips to help them take the financial steps they need to achieve their personal and lifestyle goals. We're part of BT Financial Group, the wealth management arm of The Westpac Group.

Financial advice for couples and families

Build and protect the wealth of you and your loved ones now and into the future.

Financial advice for young professionals

Help maximise your finances so you can be closer to achieving your goals.

Retirement planning

Help and advice to make a seamless transition from working life.

Things you should know

Westpac Financial Planning FSG (PDF 154KB)

BT Advisers are representatives of Westpac Banking Corporation ABN 33 007 457 141 AFSL & Australian Credit Licence 233714 (Westpac). BT is a division of Westpac. Conditions, fees and charges may apply. These may change or we may introduce new ones in the future. Full details are available on request. Lending criteria apply to approval of credit products. This information does not take into account your personal circumstances, so you should consider whether it's appropriate for you. View Westpac's Financial Services Guide (PDF 154KB). This is an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Unless otherwise specified, the products and services described on this website are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. Information current as at March 2016.