We offer personalised management of your investment portfolio, tailored to your investment and taxation preferences. Our private portfolio management service features:
- 35 years of combined experience in managing portfolios for our valued clients
- A disciplined investment process that accesses the expertise of one of Australia 's largest teams of investment analysts
- A highly individual service where your dedicated Portfolio Manager works with you to create a customised portfolio to suit your requirements
- An integrated, diversified portfolio blending direct shares, listed property trusts and managed funds across all asset classes including structured and alternative investments
- Comprehensive online accounting and tax reporting
- A simple and competitive fee structure.
What is the right investment strategy for you?
A Westpac Financial Planner can assist you to determine which investment strategy will suit you best.