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Choosing a financial adviser is an important decision. You need to feel like you're on the same page when it comes to your future goals and how you're going to achieve them.

 

It's important your financial adviser understands where you're coming from and where you want to go. But it's equally important that you understand them. Ask lots of questions and keep asking until you understand.

 

Finding a financial adviser

Choosing a financial adviser is a bit like choosing a doctor or dentist – it's all about trust.

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Making financial plans

It's important to make financial plans to cater for life events and to build the future that you want for yourself.

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What happens when you meet a financial adviser?

A financial adviser can help you through our four-step collaborative process.

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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.