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A smart investor takes the time to consider their investment goals and understand the principles of investing before choosing investments that align with their needs, goals and attitude to risk.


Westpac, together with BT, offer a range of investment options and our financial advisers can help you create a personalised plan tailored to your financial situation and goals.

 

Types of investments

There are many types of investments that can deliver different returns.

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Basic principles of investing

There are a number of basic principles of investing that are essential for all investors to understand.

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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.