SELF-DIRECTED
"I'd like to choose my own investments from the universe of opportunities. Provide me with access to wholesale and unique offers.”
For those clients who manage every aspect of their investments, we provide open access to best-in class investment opportunities, supported by streamlined custody, ongoing due diligence and the global reach of the Westpac Group.
GENERAL ADVICE
"I know what I need, but I’d like you to connect me with the investment universe, while providing general explanations of investments.”
For those who know what they want but look to their Bank of Melbourne Private team of market-leading specialists on how to achieve it. Together with access to extensive opportunities, we share exclusive insights, bringing the vast resources of Westpac’s network to you.
ISSUE-SPECIFIC ADVICE
“I have some of my needs covered, but for a specific part of my wealth I’d like you to help me understand my situation and assess my options.”
Some of our clients are satisfied with their current investments but want to know how they can diversify into other areas and make the most of great opportunities. We engage leading specialists from our extended network to provide wealth solutions specific to your needs.