As a young professional just starting out, the future can seem a long way off. But when you have a financial plan, every step gets you closer to creating the kind of life you want. A BT Adviser can help you maximise your finances so you can be closer to achieving your goals.
How we can help
Westpac through our wealth partner, BT, offers financial planning for young professionals, helping you get off to a good start so you can feel confident about your future.
BT has been helping Australians with their finances for over 40 years and it's this depth of experience that we bring to our financial planning advice for young adults. We can advise you throughout your financial journey, starting out with a financial plan that's based on your goals and needs.
First steps include:
- Setting up a budget
- Working out achievable savings goals
- Protecting your income
- Sorting out your superannuation
- Starting off your investment portfolio
But there's a lot to consider. To start with, your BT Adviser will talk with you about your current situation, and help you break down your long-term goals into smaller, achievable goals to lead you where you want to go.
Things you should know
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 . 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.