Westmount Securities: Service Delivery

Our goal is a clear one - to protect and grow our client’s wealth by providing meaningful advice and support they can rely on. We also recognise that financial advice is only valuable when it is provided with a client’s best interests at heart, so we’ve structured our fees to ensure that our success is aligned with yours.

We charge one flat fee, no commissions. Regardless of your net worth or the size of your superannuation fund, stock or property portfolio, the fee is the same. After all, why should some clients pay more than others for precisely the same service and advice?

For more information, including a fee schedule and details about our ‘Airborne Program’ for under 35s, please refer to our ‘Fees’ page here.

WS clients will also enjoy the following benefits:

Regular Review Meetings.
The purpose of review meetings is to re-examine your overarching financial objectives, focusing on your values and goals and then benchmarking progress against stated objectives. These reviews may include recommendations or action steps to fine-tune your strategy.
Dedicated Client Service Officer (CSO).
A CSO is committed to providing a client with rapid-response administrative support. We understand that you want your issues solved quickly and correctly, the first time.
Personal Adviser Support.
In addition to the administrative support provided by your CSO, you will also have access to your personal adviser who will coordinate review meetingsand keep you up to date with any relevant developments. Our ‘open-door’ policy ensures that you have a constant ‘gateway’ to investment or superannuation advice when you need it.
Investment Management & Reporting.
We will regularly monitor your individual assets to ensure that your portfolio and strategy remain on track. We will also provide regular investment reports, which include consolidated investment balance details, performance data and personal benchmarking information.
Cash Flow & Debt Management.
As part of the review process, we’ll regularly monitor your cash flow and debt levels to ensure that your goals are achieved and debts are paid down in an appropriate time frame.
Asset Protection & Estate Planning.
We will regularly assess all threats we see to the achievement of your plan. This includes life, disability, trauma risks along with property and investment risks. We will also work closely with your lawyer and stakeholders to ensure that your estate planning affairs remain in order.
Centrelink Alerts.
WS regularly monitor your potential social security position and alert you to any action required to maximise your entitlements.
Ongoing Communications.
Clients will receive event driven updates and frequent market news updates, delivered by email in real-time.
Collaboration and Coordination = Consistent Outcomes.
Over time, most people will need to speak to a specialist like an Accountant, Lawyer, or Mortgage Broker. WS has a network of strategic partners who are experienced and successful in their own right. Equally important, they are committed to ensuring that that an open and reliable line of communication always exists between all interested parties. However, if you already have a solid team in place, we will happily liaise with them to ensure that consistent outcomes are achieved.
A Trusted Partner.
You will benefit from having a trusted, reliable partner on your side.