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There’s no one way to manage your money but there are a few essentials of money management that will stand you in good stead for a secure financial future. Along with the control of having a budget and plan in place to build wealth there’s also the consideration of having the right protection. Following these strategies to manage and look after your money will help.

 

Budget

Putting a budget in place can give you a sense of control over your finances and help you to plan for the future.

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Start Planning

It's never too early or too late to start planning for your financial future.

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Build and Protect Wealth

As you build your wealth, it’s also important to protect it as well.

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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.