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The closer you get to retirement, the more you need help and advice to make sure your transition from working life is a seamless one.

There’s a lot to consider and we can help provide sound financial advice on all aspects of retirement planning to maximise your finances for a comfortable retirement.


Preparing for retirement

It's essential to have a plan in place and seek advice on the different strategies that can help you enjoy your retirement to the full.

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Transition to retirement strategies

A BT Adviser can help you transition to retirement. This will help you maintain an income whilst reducing your work hours.

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In retirement

With help from a BT Adviser, you can regularly check your finances to ensure you can continue to afford the lifestyle you’ve worked so hard for.

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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.