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Comprehensive advice typically looks at your complete financial situation and provides an in-depth tailored plan based on your personal situation, objectives and needs.
 

Comprehensive personal advice is for anyone who:

  • needs help with managing all their personal financial needs and goals such as building wealth, protecting their income and preparing for retirement
  • is seeking a financial adviser to monitor how they are tracking against their plan on an ongoing basis.
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.