Trusting, long-term relationships with our clients is the best way for us to deliver this individual service, and here’s what they’ve said…
I became a customer of Westpac when I purchased my first investment property back in 2002. Westpac were the only bank to understand the vision I had at the time to build a sizeable portfolio. This is despite the fact that my first property purchase was worth less than $100,000. They have been with me all the way as I built both the residential and commercial business portfolio into what they are today.
My Private Bank Adviser always shows integrity, by this I mean being very straight up. Andrew tells me what I need to know directly and is not afraid to try and intervene when he thinks the bank and I are not seeing eye-to-eye, Secondly, Andrew understands that banking is about relationships. With Andrew I have a relationship and this facilitates what I can accomplish. The relationship means there is a lot of transparency to the way we do business. Neither he nor I would want to let the other party down and this leads to sensible long-term credit management. This also means Andrew goes beyond the call of duty for me and has helped me out at times when I really needed it. That loyalty is never forgotten and always repaid.
I certainly would recommend business colleagues or close friends to Andrew if I believed they had a need for Andrew's services. Westpac Private Bank has exceeded my expectations many times, including when I was subjected to fraud, which in part was my own carelessness, Andrew sorted it out. When I needed to get documents sent to Australia urgently Andrew sorted it out. When my mother needed help with an urgent money matter, Andrew sorted it out. When I was at the top of my borrowing capacity Andrew stood by me and had the sense to structure deals so I could continue. That wisdom to play inside the rules, and trust my character resulted in large gains for the bank and ironically increased safety for both the bank and I. For me it meant my dreams and goals could be realised and for that I will be forever grateful. I simply could not have achieved what I did without Andrew and I feel fortunate to have him as my banker.
I was introduced to Westpac Private Bank through my mortgage broker. Their availability and ability to understand my business requirements and a feeling of genuine interest sets them apart. Coming to Westpac Private Bank from the start is making my banking experience easier and far less time consuming. The level of service offered by Westpac Private Bank has exceeded any previous banking experience I have had.
I was recommended to Westpac Private Bank by Russel Gobel, Manager Westpac Private Bank Brisbane, Australia in 2007 to Christchurch. We then moved our account to Janet in Queenstown. Westpac Private Bank offers us a service of financial knowledge and offers us sound, conservative advice as well as to be able to approve and process our financial needs. The friendly and personable people of Westpac Private Bank have a team commitment to ensure all our banking requirements are satisfied. In addition to Private Bank, the staff on a personal level have welcomed us into the community and introduced us to other customers with similar interests, offering a great valued service. Janet Boulter has been able to confirm approval of a significant line of credit to complete a real estate transaction in less than a week; impressive service and beyond our expectations.
My wife and I were invited to Westpac Private Bank about three or four years ago, at that time we had four or five rental properties. However our circumstances have changed now with us being part owners of a science company based in Dunedin. The availability of our Westpac Private Bank adviser allows wrinkles to be resolved as they happen. Their professionalism provides us with confidentiality and the right advice for our changing circumstances. Shelly and Dale sets them apart - a bank is a bank they all sell the same products give or take a percent. The key reason we have stayed with Westpac for 20 years is the personal service.
Shelly and Dale are fantastic, professional and competent, they are able to act quickly and resolve issues for us relatively automonously. The last restructure Shelly did for us was painless and I felt that she was working hard to get us the best deal. I enjoy the relationship with these guys. Shelly bought us morning tea at our last meeting and helped us get Westpac involved in the GoTrace conference as a sponsor. See www.gotrace.org
I transferred my business to Westpac Private Bank purely because of Lorraine Hunter. She is proactive and responsive, a good listener and always out there trying to grow our relationship.
Having dealt with a lot of bankers around the world and particularly in New Zealand, her positive attitude and attention to detail is a bit of fresh air! I look forward to expanding my personal and corporate relationships here.