Our dedicated team provides advice to help you achieve your financial goals and meet your investment needs. This is a service you can access from anywhere in New Zealand.
We’re here to help.
Whether you are a first-time saver, an experienced investor or wanting to review your existing investments, our Wealth Office team is here to help you achieve your financial objectives.
Whatever your stage in life, our team can get your money working for you and our Financial Advisers are only an email or phone call away.
We offer a range of advisory services including investment advice, KiwiSaver and retirement planning. We can provide recommendations that are developed according to your goals, investment timeframe, financial situation and risk profile.
Why choose the Wealth Office.
We recommend speaking to qualified experts if you’re:
- Saving money to help you achieve your long term goals
- Working out your financial goals
- Planning for retirement
- Leaving something for your family
- Need help managing investments.
A personalised approach.
No matter who answers your call or email, you will be in great hands, and we will do our best to put you in contact with the same specialist each time you contact us.
We know your time is precious. At the Wealth Office, we take a holistic approach that revolves around understanding your unique financial needs and saving you valuable time.
Investment insights hub.
Things you should know.
The material on this page is provided for information purposes only and is not a recommendation or opinion in relation to any of Westpac's products or services.
Terms, conditions, fees and charges apply to Westpac products and services. For more details, please refer to the relevant brochures, www.westpac.co.nz or your Financial Adviser.