You’re a valuable Westpac customer, which is why you get a Relationship Manager. It is their job to help tailor your personal banking and deliver value for you, because when it comes to your finances understanding your objectives is important.
Your Relationship Manager will:
- Be your personal financial guide
- Connect you to other financial specialists as and when you need them
- Help find efficient ways to manage your banking needs
- Help you achieve financial goals with a clear plan
Think of your Relationship Manager as a personal guide to help with financial solutions and expertise you may require. Working together, you’ll be able to prioritise your goals and work with a team of experts who are focused on growing your wealth. They are as dedicated to your financial success as you are; so they’ll work with you to create your individual development plan – a financial blueprint that maps out your current financial position and details options and ideas for realising your goals.
Your Relationship Manager is available by phone, email or face to face to provide expert advice and guidance when you need it. You’ll also have regular reviews they will help create opportunities to achieve your financial potential more effectively.
Your Relationship Manager will help manage your financial needs from beginning to end. When it comes to your financial success you can be sure your needs are understood and that the services, products, options and advice you require to help achieve your goals are available through Westpac Premium.
Sound appealing? Contact us