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  • A Private Bank helped us achieve our financial goals

    A Private Bank helped us achieve our financial goals

    When our practice started growing, we started to think seriously about our family and business. Our private banking team showed us how to simplify our personal and business banking, and provided strategic wealth advice on how to invest for the future.

  • Access unique investment opportunities

    Access unique investment opportunities

    I manage my own wealth - always seeking new investment opportunities. As a Westpac Private Bank client I have exclusive access to both listed and unlisted investment opportunities and the research of the Private Wealth Investment Team.

  • Westpac made the move to Australia easy

    Westpac made the move to Australia easy

    When my family and I were moving to Australia, my Private Banker was there with a range of international banking and wealth solutions to make the move easier. They connected me with local experts who help me to manage my wealth across multiple international locations.

  • I didn't realise what opportunities I was missing out on

    I didn't realise what opportunities I was missing out on

    When I became partner, I started to think about strategies to manage my remuneration arrangements. After talking through some options with a research and tax specialist introduced by Westpac Private Bank, I realised that there was more I could do to help secure my family's future.

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A Private Bank helped us achieve our financial goals

When our practice started growing, we realised that we hadn't put adequate thought into how our longer term financial future would look.

Our private banking team was always there to help. After a series of conversations at our practice, we have been able to setup our business and personal banking so that it is easier to manage. Now we have a clear path mapped out for how to grow and protect our wealth.

We now have a flexible residential and investment lending arrangement which allows us to grow our practice, and a financial plan for how to achieve our financial goals.

“We now have a flexible residential and investment lending arrangement which allows us to grow our practice, and a financial plan for how to achieve our goals.”

Access unique investment opportunities

Given  the economic environment I started to think about who was providing market-leading research and something different.  I wanted unique investment opportunites that would help ensure my future financial success.

I met with my Private Banker and an Investment Specialist who shared some interesting investment themes, and leading to exclusive opportunities.

I'm now invested in a fund which provides access to institutional quality assests in unlisted real estate.  The investment is aligned to my long term investment goals. I'm really interested in the themes and investment opportunities the investment team shares regularly.

“I'm really interested in the themes and investment opportunities the investment team shares regularly.”

Westpac made the move to Australia easy

My Private Banker had a lot of experience with how to manage my money and wealth across multiple international locations. He took care of my day-to-day banking needs while providing me with strategies to protect and grow my wealth, letting me focus on my move.

Westpac Private Bank's high level of service and understanding of what I needed when dealing with foreign currency made our move so much easier, and let my family and I focus on our new life.

“Westpac Private Bank's high level of service and understanding of what I needed when dealing with foreign currency made our move so much easier.”

I didn't realise what opportunities I was missing out on

When I became Partner, I wanted the right advice on how I could exercise my company options. I wanted to create future wealth for myself and family.

I met with my Private Banker who introduced me to a tax specialist who provided expert advice about my situation and options.

I now have effective strategies in place for purchasing property, superannuation and wealth protection.




“I now have effective strategies in place for purchasing property, superannuation and wealth protection. ”