How an adviser can help you.

Whatever investment questions you have - maybe you've received an inheritance, sold a business or built up a property portfolio - a Westpac Financial Adviser can cut through the complexity and work alongside you to create a roadmap to greater wealth.

We can help grow and protect your wealth in line with your personal priorities and our responsible investment philosophy; and help you navigate through rocky financial waters when times are unsteady.

Our advice process.

  1. Establishing your investing outcomes and goal.

  2. Getting a picture of your current financial position.

  3. Analysing your situation and suggesting the right investments for you.

  4. Delivering your financial plan.

  5. Monitoring your investments and staying on track, changing as we need to.

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Quick help.

Next steps.

Talk to an expert

Discuss your investment needs with a Westpac Financial Adviser.

Call us on 0800 942 822

Contact an expert

Fill out your details if you have any questions about our advisory services and we will contact you.

Contact a Westpac Financial Adviser

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Things you should know.

Disclosure statements under the Financial Advisers Act are available on request and free of charge from a Westpac Financial Adviser.

The Westpac managed funds are issued by BT Funds Management (NZ) Limited. Investments made in the managed funds do not represent bank deposits or other liabilities of Westpac New Zealand Limited or any other member of the Westpac group of companies, are subject to investment and other risk, and are not guaranteed by any person.