OUR Service

Private Bank is a relationship management service based on recognition, priority, convenience, individual attention and discretion.

Membership is at the discretion of Westpac Private Bank and is typically a household income of $250k and holdings over $1 million in assets (excluding your home).

Our Commitment to you

Underpinning the Private Banking service is our total commitment to understanding your financial aspirations and needs so we can help to enhance your financial position.

This means we:

undertake regular reviews to further enhance our understanding of your requirements and changing needs
proactively provide you with the very latest information on financial trends
provide sound financial planning advice, opportune investment strategies and lending solutions.

Our extended range of services

As a Private Bank customer you will also have access to an extended range of sophisticated and specialist services, including:

a wide range of investment options
access to specialist foreign exchange advice and facilities
access to specialist investment advice and Private Investment Advisers
flexible home loan options
cheque accounts that can pay credit interest and have a discounted fee structure
credit cards with preferential interest rates
comprehensive life and general insurance covers
access and referrals to advice from leading share broking, legal and accountancy firms
a range of Phone Banking services are available for transactional enquiries.

ANY OF OUR SPECIALISED SERVICES CAN BE CUSTOMISED TO MATCH YOUR SPECIFIC BANKING REQUIREMENTS.

Our Private Investment Advisers work with an impressive list of companies, including leading share broking, legal and accountancy firms, and the investment management team from BT Funds Management (NZ) Limited, to help find the most timely and carefully researched investment opportunities to suit your individual goals.

Terms, conditions, fees and charges apply to Westpac products and services. All applications for finance are subject to Westpac’s applicable lending criteria. Disclosure statements for Westpac Investment Advisers are available on request and free of charge from any Westpac Investment Adviser. You can get a copy of the current disclosure statement for Westpac New Zealand Limited and a copy of the investment statement for any securities for which an investment statement is required from any Westpac branch in New Zealand free of charge. Disclosure Statement for Westpac New Zealand QFE Group Financial Advisors Act 2008.
Westpac New Zealand Limited

Contact us

Find out more about becoming
a Westpac Private Bank client.

09 336 9655

privatebank@westpac.co.nz