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The advantages of a Westpac Financial Plan

When you talk to a Westpac Financial Planner, you get:

  • Access to a specialist who’ll give you the best possible advice for your situation
  • Advice that’s easy to understand
  • Fees explained clearly and upfront
  • A personalised plan tailored to your financial situation and goals
  • Access to a wide range of investments from different fund managers
  • Financial illustration software to show you a range of personalised scenarios.
Things you should know
  • Westpac Financial  Planners
    Whatever your financial goals may be your Westpac Financial Planner and BT Portfolio Wrap can help you achieve them.  You can work with your financial planner to construct a portfolio that suits your individual needs and have peace of mind knowing all your investments and insurance are managed in the one place.

    Westpac Financial Planners are authorised representatives of Westpac Banking Corporation, a licensed securities dealer.