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A BT Adviser can regularly fitness-check your finances with you, to make sure you can continue to afford the lifestyle you’ve worked so hard for.

 

 

We can also provide retirement planning advice on how to:

  • Retire with more so you can make the most of your later years
  • Keep on top of all Government changes around retirement, pension and super - particularly any changes that work in your favour
  • Ensure you have a sound and up-to-date estate plan
  • Implement savings and budget plans to help your money go further.

 

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.