Having the right information and advice is vital when you're investing – here's some resources to help you get started.
Doing your homework.
Before you start investing, it's important to understand a little about it. Here you can read, watch, and learn about investing - and get professional advice.
New to investing? Our investment guides give you a basic overview of how investing works, from explaining assets to how we manage our funds.
The Commission for Financial Capability has provided an independent, free, government-funded website called Sorted.org.nz. The website is impartial and aims to help New Zealanders get their finances sorted. It's a great resource to help you learn how to manage your money, and learn more about investing and comparing funds.
Product offer document
This document outlines key information about an investment to help you decide whether you want to invest. It's important to read this before you do.
- Westpac KiwiSaver Scheme Product Disclosure Statement
- Active Series Product Disclosure Statement
- Premium Investment Funds Product Disclosure Statement
- Term Deposits Term Sheet
- Term PIE Fund Term Sheet
- Notice Saver Term Sheet
- Westpac Cash PIE Term Sheet
Get professional advice
A Westpac Financial Adviser can talk with you over the phone to understand your goals and help you develop a sound investment strategy to achieve them. It's important to talk to someone who is qualified to help you.
Westpac has a team of financial advisers who help clients build wealth and secure a strong financial future. Find out more about how an adviser could help you here.
Things you should know.
The material on this webpage is provided for information purposes only and is not a recommendation or opinion in relation to investments.
Disclosure statements under the Financial Advisers Act are available free of charge on request from Westpac or your Westpac Financial Adviser.