Solid foundations Premium Financial Services from Westpac

The end of the year is a great time to review your plans. What do you want to achieve next year? Are you getting the most from your money? What's working for you, what needs to change and what do you want from the future? It is an opportunity to consider your financial plans and make sure they are working for you.

Financial plans are vital to success in many areas of life and making sound plans depends on getting the right advice and having the right team on board, says Grace Mercurio, a Westpac Premium Financial Services relationship manager.

"Westpac offers a valuable service for selected customers. If you earn over $150,000p.a. you are eligible for Westpac Premium Financial Services," she says.

"Maybe it's time for a new residence or you need more space in your existing home? Or perhaps you are ready to move upmarket or want to invest in a beach house or holiday home a place where your family and friends can enjoy some quality time.

"Whatever your goals, it is important to take time to define them clearly and get the right financial advice from the outset," says Mercurio.

Westpac Premium Financial Services gives you a relationship manager who will work with you to customise your banking and wealth products. Your relationship manager will offer options specifically tailored to your needs and circumstances. They are also flexible enough to change and grow as you do.

"Regular reviews are built into the service. You will have access to specialist advice from a team of experts, while your relationship manager oversees the process to find the best solution for you. Westpac Premium Financial Services ensures you have a clear plan to achieve the goals that matter to you," says Mercurio.

With Westpac Premium Financial Services comes access to a range of special offers. You will receive benefits on selected Platinum credit cards including no annual fee in your first year and reduced annual card fees in subsequent years.

In addition to this, you will have access to a transaction account with no monthly account service fee and may also be eligible for a higher interest rate on some savings accounts.

"Other benefits include reduced rates on online share trading and rewards points as you spend on brokerage."

However, the most important benefit offered by Premium Financial Services is the custom approach to ensuring the best outcomes for you. It is a banking service that recognises and rewards its valued customers. Dedicated experts will help you meet your goals through wealth management, tax planning, cash flow management and superannuation.

"Whatever your next financial goal, it is important to get great advice and the service you deserve," says Mercurio.

For more information, visit your local Westpac branch, phone (02) 8254 4718. Web: www.westpac.com.au.

Story by: Trendsideas