Life's complicated. Our easy-to-use Wealth Review helps make your future become clearer.

Wealth Review takes your personal information and uses the latest economic data to provide you with an easy-to-understand snapshot of your current financial situation and projections for the future.

Once you’re in, you’ll be asked a series of questions about your income, family, insurances, lifestyle, expenses and goals. Simply complete the relevant details. It takes about 30 minutes to complete and you can change your information when you need.

Once you have your report, the next move is up to you. The report will give you a map of your current situation and identify potential areas for focus. Share it with your family or talk to your financial adviser about where you should head. We’re also here to help – just give us a call on 1300 856 023.

Make gains on tomorrow, today

Finances can get complicated. Mortgages, insurances, bills – and then there are those cherished dreams you haven’t quite made plans for yet. Carrying out a Wealth Review is a great step towards making solid gains on your goals, no matter what they are:

  • How can I afford to make my goals a reality?
  • Would my family be well looked after if anything happened to me?
  • What kind of lifestyle will I have when I stop working?

We’re here to help

Once you have your report, you have a great start for planning your next financial move.

1. Talk to BT

We’re here to help you throughout your journey, to help you achieve your financial goals and to give you financial peace of mind. Please call us on 1300 856 023 if you need to ask for guidance, or would simply like to find out more about BT’s products and services.

2. Do it yourself

Your report is an invaluable resource you can update as your circumstances change. Make sure your keep your login details in a safe place:

  • Login:
  • Password: ****** (if you've forgotten, you can reset it)
For more information, contact BT