Private Advisory Services

We have significant experience helping high net worth individuals and their families, trusts and charitable organizations to manage their wealth. We can assist you with personalised, tailored financial solutions that reflect your status and individual needs.

Our clients typically have a household income of at least $250,000 or investment assets of more than $750,000.  

Advice process

Your investment needs are as unique as you are and our advice process focuses on providing a personalised service. Our Executive Financial Advisers seek to find innovative solutions to complicated situations to help you manage your wealth and develop new sources of wealth for future generations.

As part of the advice process your Executive Financial Adviser will:

  • provide professional financial planning advice including suitable investment strategies and lending solutions
  • provide regular performance reporting
  • conduct regular reviews of your portfolio taking into account any changes in your situation, and also relevant changes in the economy, markets and policy areas such as taxation or superannuation.
  • proactively provide you with the very latest information on financial trends

We are totally committed to understanding your financial objectives and requirements so we can continually help to enhance your financial position.

Financial advisers

Our Executive Financial Advisers are all Authorised Financial Advisers so they are qualified investment professionals and they have substantial experience.

Contact one of our Executive Financial Advisers in your area to arrange a confidential and obligation-free consultation.

Investment options

In addition to our regular investment options, clients of our Private Advisory Service may also utilise our PremiumPlus Service.

PremiumPlus Service

The PremiumPlus Service provides a fully tailored portfolio, designed to meet your unique investment needs, incorporating any specific preferences and existing investments you may have.

We closely monitor and regularly review the ongoing performance of each of the investments.

Managing your portfolio

Our investment team spends considerable time understanding investment risk and market trends. Your adviser can then apply this information to meet your specific requirements.

Direct Investments

The PremiumPlus Service enables you to hold a range of direct
investments such as New Zealand bonds. You may also be
able to include any direct securities you currently hold in your
portfolio.

The PremiumPlus Service enables you to hold a range of direct investments such as New Zealand bonds. You may also be able to include any direct securities you currently hold in your portfolio.

Regular Reviews

You will receive regular reviews from your Westpac Executive Financial Adviser to ensure your portfolio continues to meet your financial goals and objectives.