Our Private Wealth clients enjoy exclusive access to a world of expertise and opportunity. + 61 0403 971 892, Tower Two, International Towers Sydney or The strategic asset allocation being the long-term allocation to each asset class is a key driver of portfolio returns. We use cookies to secure and tailor your web use. Our team based approach allows access to a range of specialists aligned to your goals. We use cookies to secure and tailor your web use. Insurer Financial Strength Rating and Solvency. You should not rely solely on the information on this page. 123 St George's Tce Barangaroo NSW 2000, Level 4, Brookfield Place, Tower 2, Level 2 Whether you’re a first time saver or an experienced investor, we’re here to help you achieve your financial objectives by providing advice that is tailored around your personal situation and requirements. The underlying investments within each asset class are managed by specialist investment managers, selected and regularly reviewed based on factors such as expertise, investment style and track record. Copyright © 2017 Westpac Banking Corporation ABN 33 007 457 141 (AFSL 233714). Level 1, Cnr Jessica Blvd & Nicklin Way In certain situations it is possible to incorporate your directly held investments, such as New Zealand shares or bonds, into your PremiumPlus portfolio allowing you to enjoy the benefits of consolidated reporting and tax statements. It should not be considered a comprehensive statement on any matter nor relied upon as such. With our team of more than 40 Authorised Financial Advisers located from Whangarei to Invercargill backed by the strength of our investment process and a team of dedicated investment professionals, you can trust us to provide sound, professional advice. We have a genuine commitment and proud history of sponsorship and community support, including: Westpac Rescue Helicopters provide a vital 24/7 service that makes a life or death difference for thousands of New Zealanders each year. And we’ve been a proud sponsor of the Rescue Helicopter Service for over 30 years. Meanwhile, Westpac in recent weeks made structural changes to how teams are organised in Westpac Private … Becoming a Westpac Private client gives you a dedicated Private Adviser ensuring the highest level of personalized service through a single point of contact. We understand this and commit to building lasting relationships that recognise each client's unique requirements, whether the focus is on acquiring property, managing and protecting wealth, or transitioning wealth to the next generation. Client Services Team (NSW) I want to make a plan if something serious happens to me. We have a team of investment, research and market specialists that are committed to providing our wholesale clients with powerful insights and access to exclusive opportunities. We are one of Australia’s most awarded Private Banks and the trusted financial partner of high net worth individuals. This information has been prepared without taking account of your objectives, financial situation or needs. Provide us with your details and we will contact you within one business day. Because of this you should, before acting on this information, seek independent financial and taxation advice to determine its appropriateness to your objectives, financial situation and needs. The objective of TAA is to generate additional value over the medium term by underweighting those asset classes expected to underperform and overweighting those asset classes expected to outperform. Westpac insurances are underwritten by third parties and terms, conditions, exclusions and limits apply. By continuing to use this site we assume you're ok with our notice. We believe that a disciplined and active approach to investing, together with broad diversification across asset classes, regions and investments styles will help our clients achieve long-term growth. A private banking relationship is of greatest value to our clients who have in excess of $2.5m AUD investible assets (excluding the family home but including super), $3.0m AUD of business across deposits, lending and wealth and an annual income of $500,000 AUD (all sources). Westpac Banking Corporation, known simply as Westpac, is an Australian bank and financial services provider headquartered in Sydney, Australia. Private Wealth Markets and the Global Investment Service are available to eligible wholesale clients only and are offered by Global Investment Services Private Nominees Pty Limited (GISPN) ABN 93 000 626 264 AFSL 233727. By offering exceptional service teamed with skilled support, our private banking team is committed to helping you realise your goals. Can I make purchases online without a credit card? Wayne Packer (Director NSW) Private Wealth Clients benefit from having their money invested by one of New Zealand’s largest financial institutions, providing exposure to a range of asset classes that best meet their financial objectives. Perth WA 6000, Steve Wright (Director SA) Australian Credit License 233714. As Australia’s leading private bank 1, we are the trusted partner of a select group of High Net Worth individuals.. Our enduring partnerships are built from an unparalleled commitment to managing, growing and protecting our clients' wealth for generations. Level 14/123 eagle Street The strategic weightings are reviewed periodically to ensure that the mix of asset classes continues to be optimal for each portfolio. Westpac is committed to delivering world-class investment services. +61 418 606 258, Mark Crofts (Associate Director QLD) close. By accessing and viewing this Website you acknowledge that you have read, understood and agree to be bound by the applicable terms and conditions. +61 481 911 810, Toni Allen (Director QLD) Both regional bosses will report to Westpac’s private bank head Ashley Stewart. Our notice explains how we use cookies and how you can manage them. If you think you might benefit from our private banking service we would love to talk. The availability of any insurance cover is subject to the acceptance and approval of a complete application. 22 Walker Street To find out more about how Westpac Private Bank can help grow and protect your wealth, contact us. No member of the Westpac Group of companies, any directors or nominee of those companies, or any other person guarantees the managed funds’ performance, returns or repayment of capital. It is one of Australia's "big four" banks and is Australia's first and oldest banking institution. +61 481 903 976, Brisbane: In order to provide world-class investment services it is important that our clients’ have access to some of the world’s leading institutional level investment managers. Copyright © 2017 Westpac Banking Corporation ABN 33 007 457 141 (AFSL 233714). Applications for finance are subject to Westpac’s applicable lending criteria. Because help is what we do. Westpac Private Bank is the private banking division of Westpac Banking Corporation and Australia’s first Private Bank. Things you need to know: The material on this page is provided for general information purposes only and is not a recommendation or opinion in relation to any of Westpac’s products or services. They are subject to investment and other risks, including possible delays in payment in withdrawal amounts in some circumstances, and loss of investment value, including principal invested. I want to protect my possessions with the right insurance. Our Westpac Private Bankers offer expertise across a range of sophisticated financial solutions and by harnessing the resources of the Westpac Group we open doors to extensive opportunities and specialist advice on investments. Unless otherwise specified, the products and services described on this website are available only in Australia from Westpac Banking Corporation ABN 33 007 457 … A private banking relationship is of greatest value to clients who have in excess of $2.5m AUD investible assets (excluding the family home but including super), $3.0m AUD of business across deposits, lending and wealth and an annual income of $500,000 AUD (all sources). Townsville QLD 4810. Southport QLD 4215, Sunshine Coast: As a Westpac Private Bank client, you have exclusive access to unique investment intelligence and personalised insights. Terms, conditions, fees and charges apply to Westpac products and services. Our experience indicates that the Private Bank service is of greatest value to clients with personal incomes in excess of $250,000 p.a. Westpac and the For Everyone Charitable Foundation have a shared vision of helping communities reach their goals. I want help working out what insurance I might need. hotpoints® is a registered trademark of Westpac Banking Corporation. Our notice explains how we use cookies and how you can manage them. It should not be considered a comprehensive statement on any matter nor relied upon as such. A private banking relationship is of greatest value to clients who have in excess of $2.5m AUD investible assets (excluding the family home but including super), $3.0m AUD of business across deposits, lending and wealth and an annual income of $500,000 AUD (all sources). To find out more about how Westpac Private Bank can help grow and protect your wealth, contact us. Investments made in any managed funds do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac New Zealand Limited or other members of the Westpac Group of companies. Our truly personal service can take care of all aspects of you and your family’s financial affairs, creating enduring relationships across generations. The Westpac PremiumPlus Service provides a fully customised approach to building an investment portfolio. Our notice explains how we use cookies and how you can manage them. Westpac is a Foundation Partner of the Sir Peter Blake Trust and we actively support their programmes including Leadership Week, Red Socks Day and Care For Our Coast – an initiative to clean up rubbish from New Zealand beaches and waterways. An establishment charge may apply for finance and home loans. Because of this you should, before acting on this information, seek independent financial and taxation advice to determine its appropriateness to your objectives, financial situation and needs. The people who benefit from a ‘whole of wealth’ private banking relationship come from a wide variety of backgrounds but share an aspirational quality and a story of success. Asset allocation levels are tailored to fit your timeframe, tolerance for risk and your specific financial goals (including the design and implementation of a portfolio of investments that comply with Immigration New Zealand’s Investor 1 or Investor 2 categories). The investments offered are designed to take advantage of Private Wealth's thematic views and provide investors opportunities across a range of asset classes and sectors. Edward Sainsbury (Director) Pierre Leung  (Associate Director) The wholesale client classification is as defined under Section 761G of the Corporations Act. We understand this and commit to building lasting relationships that recognise each client's unique requirements, whether the focus is on acquiring property, managing and protecting wealth, or transitioning wealth to the next generation. Founded in 2009 by rugby greats Richie McCaw, Dan Carter and Ali Williams, Westpac has partnered with the Foundation to help make a difference to local organisations across New Zealand. Established in 1817 as the Bank of New South Wales, it acquired the Commercial Bank of Australia in 1982 before being renamed shortly afterwards. We have a team of investment, research and market specialists that are committed to providing our wholesale clients with powerful insights and access to exclusive opportunities.

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