As part of BT Financial Group (BTFG), our brands benefit from the depth of wealth management experience and knowledge that exists within the organisation. Each of our brands are leaders in their market segment and provide a unique offering that enables BTFG to offer all customers the right financial solution for them. Additionally, belonging to one of Australia’s largest wealth managers gives them strength and stability.
BT has been helping Australians create, manage and protect their wealth since 1969 and today we are one of Australia’s leading providers of superannuation, advice, investment, insurance and private banking
Advance Asset Management Limited (Advance) is the specialist investment arm of the BT Financial Group, and provides a diverse range of investment solutions through strong business relationships and robust innovation.
BT Private Wealth is focused on helping wealthy individuals and families within Australia by providing dynamic solutions to protect and grow their wealth. The business comprises Bank of Melbourne Private, St.George Private and Westpac Private Bank.
Read more about BT Private Wealth here.
At Westpac Private Bank, we intimately understand the long-term view and our purpose is to help our clients and their families to create enduring financial advantage for generations.
St. George Private is all about relationships and bringing key insights directly to our clients. We are dedicated to offering a service tailored to individual needs and being a real alternative to the big 4.
Bank of Melbourne Private focuses on delivering valuable relationships and local, personal banking to help high net worth Victorians build their future. Being a local bank, we pride ourselves on providing our clients exceptional service.
Magnitude brings together an exclusive community of like-minded professionals, defined by a willingness to share best practice insights in the pursuit of excellence. The Magnitude difference is a strong focus on leadership, community and accountability to provide a clear path for businesses to focus on what matters to them.
Securitor has a proud history of partnering with advisers and accountants to achieve their full business potential. Over the years, Securitor has created a strong and supportive community where everyone can benefit from shared standards and access to peer learning.