How we add value

Private Wealth Investment Team
– Perspectives from Chief Investment Director
– Investment themes
– Investment seminars
– Due diligence reporting
– Market observations

Economic Research
– Westpac economic research
– Market insights

Institutional research
– WIB IQ
– FX news
– Institutional insights

Cash, credit and yield
– Term deposits
– Wholesale bonds
– Credit/Inflation-linked
– Structured products
– Hybrids

Equity
– Wholesale funds
– Private equity
– Discretionary portfolios
– Online investing

Foreign Exchange
– Hedging products
– FX Investment
– Dual currency
– Participation deposits

Real Estate
– Wholesale funds
– Direct industrial

Super
– Savings
– Transition to retirement
– Retirement
– Corporate super

Financial Planning
– Financial planning
– Retirement planning
– Lending and gearing
– Business succession planning
– Expatriate and cross-border

Specialist Advice
– Wealth and estate transfer
– Tax advisory and structuring
– Super and SMSF strategy
– Philanthropic services

Education and networking
– HNW-interest forums
– Women’s market team
– Davidson Institute courses

Everyday banking
– Extensive branch/ATM access
– Online and mobile banking
– Premium packages and bundles
– Choice and cheque accounts

Savings
– Term deposits
– Foreign currency accounts

Credit cards
– Low interest/fee cards
– Reward cards

Lending
– Home/Personal/Margin/LOC
– Fixed and/or variable

Business Banking
– Business accounts
– Business loans
– Equipment finance

Risk protection
– TPD, income protection
– Credit loan repayment
– Home and contents

We cater to the diverse needs of our clients by providing a spectrum of advice solutions, from the flexibility of execution-only service for wholesale and institutional clients, to providing access to external specialists who support our client’s personal and comprehensive advice needs.

– Self-Directed
– General
– Issue-Specific
– Comprehensive