How we work with you
Your Private Banker is your conduit to a team of specialists dedicated to supporting your individual and complex lending, savings and investment needs. Our clients are also able to access an extended external network of market-leading professionals for financial planning services relating to investment solutions, life insurance and estate planning.*
Clients we work with
We understand the distinct and often complex needs of our clients, their businesses and their families. We take pride in providing the breadth of offering from Australia’s oldest bank, with the insights, access to international investments and expertise of Australia’s most awarded private bank.**
Executives and professionals
Delivering exceptional service to executives and professionals who are discerning yet time-poor is at the heart of what we do. From managing concentrated stock positions to connecting you to experts to protect the assets you’ve worked so hard to build, your Private Banker brings all aspects of your financial life together to achieve the best outcome and make managing your financial affairs simpler.
Entrepreneurs and business owners
With our specialist Business Bankers delivering solutions for your business facilities, we work together seamlessly to ensure that your personal arrangements are treated with the same degree of care and superior service, including access to tailored advice in areas such as succession planning and risk management.*
Whether you are new to Australia or have lived here for generations, we provide an effortless combination of personal and business banking solutions.
We understand that managing significant family wealth requires a trusted team of experts that work together with your family office. We assist by connecting with your advisers to provide priority access to banking, savings, investment and foreign exchange solutions that will assist in growing your wealth across generations.
Clients who are moving to Australia or operate across different geographies have distinct needs. We connect you with a Private Banker in a number of languages, who can assist you with a range of services from foreign exchange facilities and transactions to compliant Significant Investor Visa investments.
Things you should know
*Please note, the advisers are external to the Westpac Group and will therefore operate under their own Australian Financial Services Licence (AFSL). The Westpac Group is not responsible for the advice and other services provided to you. Any fees related to your advice will be charged by the external adviser and can range depending on the complexity of the advice needed. Private Wealth Markets and the Global Investment Service are available to eligible wholesale clients only and are offered by Global Investment Services Private Nominees Pty Limited (GISPN) ABN 93 000 626 264 AFSL 233727. Also, these services are not available to individuals located in the EEA. The wholesale client classification is as defined under Section 761G of the Corporations Act.
** Westpac Group has won ‘Best Private Bank – Australia 2015 – 2021 according to Professional Wealth Management / The Banker’s Global Private Banking Awards (published by Financial Times Ltd) as at 3 November 2021.
Westpac Private Bank is a division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian Credit Licence 233714.