Tell us your story.
Westpac's Your Story is designed to help us understand your financial situation and your life stage so we can work as a team to help you grow beyond the money alone.
Who is going to see this information?
Not every Your Story conversation will happen with the same bankers but we understand that you don't want to be asked the same questions by different people.
To make this as seamless as possible we need to capture your conversation so that when you talk to us again, we are prepared and ready to go. All information captured in Your Story will remain strictly confidential between yourself and Westpac. Your information will never be shared with any 3rd party entities.
Should I bring anything with me for my Your Story conversation?
Please bring your personal identification with you. This could be either of one of the following:
- NZ Driver License
- NZ or Overseas Passport (current)
- NZ Firearms Licence
- NZ Certificate of Identity
- NZ Emergency Travel Document
- Overseas National Identity Card.
Why do you want me to complete a Your Story conversation?
To better equip us to provide for all your financial needs (both now and in the future) we want to better understand what is important to you, how you like to bank and what your future goals may be. A great Your Story conversation will build a better understanding of all these aspects of your financial life.