Understanding financial advice

Planning your financial future empowers you to define goals and map out a path to reach them. It also helps you protect your progress along the way.

Your financial adviser will take the time to understand you, your goals and your lifestyle to develop the strategies that are right for your needs.

When you meet with a BT Adviser about personal advice, he or she will work through a four-step process.

Get ahead with a financial adviser

BT Advisers can help all Australians achieve their personal financial goals – from the simple to the complex, with innovative tools that make the process easier for you.

Advice that might be relevant to a range of people, and which doesn't take into account your own financial situation, objectives or needs.

Advice that provides you with personalised advice, taking into account your financial situation, objectives and needs, on personal life insurance, superannuation or personal investment.

Tailored advice that takes into account your whole financial situation, objectives and needs, helping you build wealth, protect what matters and make the most of your money.

Support

Do you have a question about managing, growing, or protecting your money? Find answers to these questions from people like you, or ask your own. 

BT’s Adviser View provides you with information and peer ratings to help you choose a BT Financial Adviser in your area that’s right for you.

Simply provide some contact details and we will call you back to arrange an obligation free consultation with an Adviser at no cost to you

Our award-winning and innovative products, combined with our easy to use and accessible services can make it easier for you to prepare for your financial future.

We've been helping Australians prepare for the best since 1969. Our reputation is built on our expertise in superannuation, investment, insurance and financial advice.

We're part of BT Financial Group, the wealth management arm of The Westpac Group. This means that we can harness the insights and intelligence from both.