Bt Financial Group

Business Details

50+ Years

experience

Your Trusted Wealth Management Partner

BT has been a cornerstone of wealth management in Australia for over five decades, dedicated to empowering financial advisers and individuals to achieve their best financial futures. Since 1969, we have combined cutting-edge technology, industry-leading platforms like BT Panorama, and a deep understanding of compliance and security to support the financial advice community. Our commitment to innovation is matched by our focus on trust, with advanced security measures and partnerships across the Westpac Group to protect client assets. We prioritise adviser experience through intuitive tools, streamlined processes, and initiatives that champion diversity and the next generation of professionals. Recognised as Australias market-leading platform provider for 10 years, we invest in continuous improvement to meet evolving client needs.

Our team of experts delivers tailored solutions, from self-managed super funds to managed portfolios, ensuring accessibility and transparency. We uphold rigorous standards through accreditations and regulatory compliance, while our customer-centric approach extends to crisis support and financial education. With a legacy of awards and a vision to enable quality advice to thrive, we remain steadfast in our mission to help Australians prepare for a secure financial future. Our operations are guided by E-E-A-T principles, demonstrated through our 50-year track record, industry recognition, and transparent communication about risks and disclosures. Through subsidiaries like BT Funds Management Limited and partnerships across the Westpac Group, we maintain a robust framework for delivering reliable, compliant financial services.

Services

Wealth Management Superannuation Services Managed Funds Margin Lending Investment Platforms

Details

Year established: 1969

Highlights and features

We have 50 years of experience in Australian wealth management
Our BT Panorama platform leads the market in adviser technology
We operate under Westpac Group's enterprise security framework
We offer tailored solutions for both financial advisers and investors
We maintain 10 years as Australia's market-leading platform provider

Website

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Services

Wealth Management

BT provides comprehensive wealth management solutions through its BT Panorama platform, offering financial advisers and investors access to diversified investment options, compliance tools, and technology-driven services. Our platform supports self-managed super funds, managed portfolios, and retirement planning strategies. With 50 years of industry experience and integration with Westpac Group's security infrastructure, we deliver reliable solutions that prioritise client outcomes while maintaining strict regulatory compliance and transparency.

Superannuation Services

We offer a range of superannuation solutions including BT Super Invest and Panorama Super, designed to help Australians manage their retirement savings effectively. Our services feature multiple investment options across different risk profiles, with tools for advisers to create tailored strategies for clients. Backed by our 10-year market leadership position, we provide comprehensive support materials, compliance documentation, and digital tools to simplify superannuation management while maintaining strict adherence to regulatory requirements.

Managed Funds

BT's managed funds provide investors with diversified investment options across various asset classes and risk profiles. Our offerings include BT Investment Funds, BT Classic Investment Funds, and BT Premium Cash Fund, each with detailed product disclosure statements and transparent fee structures. Through our platform, advisers can access comprehensive investment guides, performance data, and tools to help clients make informed decisions about their investment strategies while maintaining compliance with financial regulations.

Margin Lending

Our margin lending solutions, now operating under Westpac Margin Lending, enable investors to leverage their existing investments for additional opportunities. The service maintains the same terms and conditions while benefiting from Westpac Group's financial strength and security systems. Advisers and investors have access to dedicated support channels and comprehensive product information, ensuring they can make informed decisions about leveraging investment portfolios while understanding the associated risks and requirements.

Investment Platforms

BT Panorama represents our flagship wealth management platform, designed to enhance adviser efficiency and client outcomes through intuitive technology. As Australia's leading platform provider for 10 years, it offers digital tools for portfolio management, compliance reporting, and client communication. The platform integrates with Westpac Group's security systems and provides 24/7 virtual assistant support through 'Blue', while maintaining strict compliance with financial regulations and offering comprehensive training resources for financial professionals.

Questions

What services does BT offer financial advisers?

BT provides financial advisers with the BT Panorama platform, offering tools for managing superannuation, investments, and client portfolios with compliance support.

How long has BT been operating in Australia?

BT has been helping Australians manage wealth since 1969, with 50 years of experience in the financial services industry.

What security measures protect BT's platforms?

BT Panorama uses advanced security features including two-factor authentication and Westpac Group's enterprise security risk management systems.

What investment options are available through BT?

BT offers superannuation solutions, managed funds, margin lending, and portfolio management across multiple risk profiles and asset classes.

What makes BT different from other platform providers?

BT has been Australia's market-leading platform provider for 10 years, combining technology innovation with Westpac Group's security infrastructure.

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Reviews (7)

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Murray Schultz

Nov 13, 2021 Report

I have been trying to lodge an insurance claim with BT Finacial, Asgard or Westpac (whoever they are) for nearly 2 years and the process is disgusting and stressful. Im sure its their strategy. I am never dealing with these companies again. I have lodged a complaint with Australian Financial Complaints Authority.

Rajiv Singh

Sep 25, 2021 Report

I worked for BT several years ago now whilst they were still under the Westpac Group. I've never worked in a workplace where we were were told by our Big Boss that overtime was expected and going to be unpaid for. So many politics here, my manager was hopeless and I felt nothing but burnout working for the organisation at the time. I hope they have changed since my time there.

Jason Yu

Jul 05, 2021 Report

Says premiums aren't increasing 3 months ago. Guess that was a lie. Income protection going up 72.5% what a joke. Financial advisors getting kickbacks for referrals makes a vicious cycle of scamming.

Evan Williams

Jun 09, 2021 Report

Absolutely trash company with pathetic, extremely overpriced services. Avoid any of their financial services and save your future self a lot of pain and frustration. My partner and I took out a level insurance policy and TPD because it is supposed to save money in the long run. However, they have subsequently hiked up the price of these policies twice in the past 24 months - This time by almost 50%! What you get:
- No proactive communication
- No customer account portal
- Terrible customer service
- They will most likely screw you over when you make a claim

Rrrino

Jan 12, 2021 Report

They don't return your call even after leaving a detailed message. During these hard financial crisis times you'd think they'd hire more customer service to answer calls or return calls. It must be true that during hard times is when these institutions reveal their true colors.

Karin Van Der Graaf

Nov 05, 2020 Report

Fellow backpackers, hold on to your dear money and do not use this company to collect your super! I've asked for my money back (DASP application) as I left Australia in December, it's been more than 2 months now and I still haven't received my money while the legal term is 28 days. When you call them you'll be put to hold for more than an hour and the inconsistency of the messages from customer service is just ridiculous.

Liliana Mawer

Oct 18, 2020 Report

I have had a poor experience with BT wrap. Fees are high and it has taken 9 weeks for me to withdraw my superannuation. I am still waiting. Only 9 calls to follow up and be put on hold and told a different story each time. Would not recommend