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We can help give you general advice on a range of topics that you may want guidance on. This may include things such as:

  • What is superannuation and how does it work?
  • What are the various insurance options available and who can they help?
  • What are the types of investment choices that people can invest in?
  • How do I go about searching for my super and bringing it together?

 

Whilst general advice is advice that might be relevant to a range of people, it doesn't take into account your own personal goals and situation.

Things you should know

Westpac Financial Planning FSG (PDF 107KB)

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 107KB). 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.