Our history

BT Financial Group (BT) has been helping Australians create and manage wealth since 1969 and today is one of Australia’s strongest wealth managers with more than $95 billion in total investments.

BT's core business is providing investment, superannuation and retirement income products, investment administration services, financial advice and insurance solutions through our range of leading brands.

In Australia and New Zealand, BT provides a diverse range of investment choices, including multi-manager investments through relationships with some of the world's leading global and local investment managers, as well as funds managed by BT Investment Management.

BT Financial Group is the wealth management arm of The Westpac Group. Westpac has been delivering banking and other financial services to Australians since 1817.

Key BT facts

The combination of BT Financial Group and St.George's wealth management businesses will result in us:

  • BT is the largest administrator of superannuation, retirement and investments in Australia (measured by funds under administration), with more than $95 billion in total investments.
  • Our BT Wrap and Asgard investment administration platforms are used as an investment hub by over 10,000 advisers around Australia.
  • We manage corporate superannuation plans for over 23,000 employers across Australia, with around 550,000 plan-members.
  • Our insurance business provides general and life insurance protection to more than 1 million Australians.