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One of the benefits of financial planning is that once you've set your goals, a BT Adviser can help you map out a practical path to get there.

 

BT Advisers will explore a number of investment options and strategies with you to help build your wealth, including:

  • Shares
  • Property
  • Cash and fixed interest investments
  • Term Deposits and savings accounts
  • Alternative investments
  • Superannuation

 

Your financial adviser will help you choose the balance of risk and return that's right for you.

 

 

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.