Bring your vision to life...

Welcome to Westmount Financial, a privately owned financial planning and retirement advisory practice based in Subiaco, Western Australia. 

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We're driven by a simple, core belief that meaningful, worthwhile results can only be achieved by first having a clear understanding of what matters most to our clients.

Clarity is everything.

For over 40 years, we've been helping people move the needle from vision to reality, using reliable, time-tested investment strategies that work - no clutter, no surprises, just solid results.

So if retirement is on your mind, or if you would just like to manage your wealth a little better, explore this website to see how we can make a tangible difference to your life.

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A better balance.

Striking the right balance between enjoying your life today, while actively planning for tomorrow is a far more sustainable way to build for the future.

An overly complicated financial plan that doesn't adequately address your personal priorities or emotional makeup can often be dismissed as either unsustainable or unrealistic.

There is a better way.

Devoting a little time and energy into creating a plan that truly reflects your personal values actually increases the likelihood of success, keeping your health, finances and relationships intact.

Your experience should be joyful and inspiring, so let's get it right the first time.

 

Simple & accessible.

Contrary to popular belief, access to quality financial advice isn't limited to high net worth individuals, nor does it need to be overly complicated - our clients come from a diverse range of backgrounds, all with different requirements and varying levels of income and wealth.

So whether you need a detailed financial strategy, a retirement plan, or a basic 'roadmap', we'll find a way to work together on terms that are fair, transparent and reasonable.

 

Advice, the way it should be.

With the best of intentions, a beautifully crafted financial or retirement plan probably won't stand the test of time, or even be acted upon, if you're not entirely comfortable with your Financial Advisor. It's a shared journey, so trust and openness are essential for the relationship to be a success over the long run.

To more quickly align our aims with yours, we've developed a no-risk service offering that is infinitely fairer than the current industry standard, and much easier to understand. Instead of transaction-driven investment fees and 'tiered' service packages all Westmount clients receive the same high level of advice and support (regardless of their level of assets or income), for a simple, flat, monthly fee, no contracts.

Financial planning and retirement advice delivered with your best interests at heart, the way it should be.

 


Imagination will often carry us
to worlds that never were.
But without it we go nowhere.
— Carl Sagan

 

 

 

 

For more real-time news and informative articles visit our blog 'The Briefing' or subscribe here.