Learn how you can benefit from financial advice

Discover how financial advice can help you achieve personal goals, grow wealth and protect what matters – your wealth, your assets, and your family.

Financial planning can show you how to achieve important personal financial goals from paying off your home sooner to creating a valuable investment portfolio.

Know what to expect when you speak with a BT Adviser for the first time. It’s a key step to get started achieving your goals.

When you speak to an adviser about personal financial advice, he or she will work through a four-step process.

Since 1969 BT has helped thousands of Australians, just like you, prepare for the best with expert advice on superannuation, investment and insurance solutions.

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.