Before you get started lay some foundations

Having a clear idea of the fundamentals of investing provides buildings blocks for you to work with as an investor.

Investing can be the first important step in helping to achieve your best possible financial future. It can mean additional income and opportunities to grow wealth.

With some personal goals mapped out, you can start matching your investment to your different aspirations.

We all have the potential to be successful investors. The hardest part can be knowing where to begin. We explain what’s involved.

Not sure which investments are right for you? It’s all about matching different investments to your goals, personal circumstances and appetite for risk.

When it comes to financial advice, some want to do it all themselves, some want confirmation on decisions already made and others want a specialist who can help them along the way.

For help in understanding how you might get started with your investing, contact us to arrange the type of advice that is appropriate for you.

BT Invest is a new way to invest your money, how you want, when you want. Pick from one of our 5 ready-made managed portfolios, or you can choose the build your own portfolio option and select from over 50 managed funds, 7 managed portfolios or 15 term deposits.

  • Expert support

  • Choice and control over your investments

  • Integrated with your banking

* BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the responsible entity and issuer of interests in BT Cash and Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 is the responsible entity and issuer of interests in BT Managed Portfolios (the Panorama products). An Investor Guide is available for BT Invest and a PDS is available for BT Cash and BT Managed Portfolios. These disclosure documents can be obtained by clicking here or calling 1300 881 716.  You should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. BTPS, BTFM and WFSL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in Westpac term deposits or securities acquired through BT Invest, an investment in or acquired through BT Invest is not an investment in a bank or a bank deposit. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not guarantee an investment in or acquired through BT Invest.