Premium Wealth Services
Premium Wealth Services for self-directed investors
Premium Wealth Services is a service designed specifically for self-directed investors. It offers a personalised approach and gives you access to the latest information, offers and research.
Our team of dedicated investment specialists can provide you with information on a wide variety of investment opportunities from Westpac Banking Corporation and its subsidiaries (Westpac), BT Financial Group Pty Limited and the BT group of companies (BT) and other leading investment institutions.
Are you a wholesale investor?
Premium Wealth Services may also offer wholesale investors1 access to investment opportunities that may be otherwise unavailable to retail investors. It provides a single point of contact for all your investment needs, including:
- Structured and alternative investments
- Wholesale managed funds
- Private portfolio management
- Margin lending
- Direct equities research
Things you should know
1. Some of the services and investment opportunities provided by Premium Wealth Services can only be offered to investors who are classified as 'wholesale investors' under the Corporations Act. We will discuss the certification process for 'wholesale investors' and investment opportunities available to you.