Why Choose Westpac Advisory Services

At Westpac, we can help you secure a better financial future. With our team of more than 50 Authorised Financial Advisers, our robust investment process and our team of dedicated investment professionals, you can trust us to provide sound, professional advice.

Good reasons to choose Westpac

Size and stability

There’s a sense of comfort that comes from dealing with a large, stable company like Westpac, with our breadth, depth of expertise and experience.

Qualified, professional advisers

We have more than 50 Authorised Financial Advisers who are qualified to advise you on a broad range of financial solutions. You can trust us to give you sound, professional advice.

Clear, practical financial plans

A good financial plan is one of the keys to financial success. We can build a financial plan that will make a real difference in helping you achieve your financial objectives.

Experts at investing

We have access to a range of funds managed by BT Funds Management (NZ) Limited (‘BT’) and other experienced fund managers. BT is one of New Zealand’s leading fund managers and incorporates the skills and expertise of BT’s own teams as well as those of specialist global investment managers.

Key roles within BT Funds Management.

Our investment process

A disciplined and active approach

Our investment process focuses on insightful and high quality research. We believe that a disciplined and active approach to investing, together with broad diversification across asset classes, securities and investing styles will help our customers achieve long-term wealth creation.

Specially selected Investment Managers

We believe in a multi manager approach. We outsource much of the selection of investments to specialist investment managers, both locally and globally, that we consider to be the strongest in each particular asset class.

Stronger risk-adjusted investment returns

Using this multi manager approach, we aim to deliver stronger risk adjusted returns for our customers by including a wide variety of investment processes and strategies into our portfolios and managed funds.

Active not passive management

We believe that markets are somewhat inefficient and portfolios can be structured to take advantage of dislocations and opportunities. We apply this belief using an active approach to security selection and asset allocation. We believe that the best active managers will beat the market in the long run.

A team of dedicated investment professionals

We have a team of dedicated investment professionals, whose responsibilities are spread across Asset Allocation (Strategic and Tactical), Manager Selection & Blending and Portfolio Implementation.