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No two people are the same. Everyone has different needs. That's why we give you the flexibility to choose the type of advice that suits your needs. Speak to us over the phone, via video or in person to discuss your circumstances.

You can choose what level of advice you want including bite-sized advice on super, insurance or investments through to a more holistic approach that looks at your complete financial situation.


General advice on investing and wealth products

General advice can provide you with insights and support on a range of topics including investments, insurance and super but without taking into account your own personal goals and situation.

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Personal advice on specific needs

Personal advice that provides you with personalised recommendations on specific insurance, superannuation or investments based on your own circumstances.

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Personal advice that looks at your whole picture

You can receive comprehensive advice on your complete financial situation with an in-depth tailored plan based on your personal situation, objectives and needs.

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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.