New Year. Fresh Start.
Chances are, you're thinking about 2018 - most of us do at this time of year. It's the perfect time to hit 'reset' and get a fresh start.
If you would like this year to be the milestone year that moves you decisively towards your cherished goals, you need a plan, one that is uniquely your own, and vividly clear in its design and purpose.
We can help.
Westmount Financial is a long-established, self-licensed, financial planning practice based in Subiaco, Western Australia. We've been helping clients move the needle from vision to reality for over 40 years, using proven investment, superannuation and retirement strategies that work - no distractions, no unnecessary clutter, just a clear path forward, and peace of mind.
So if you've ever felt like there was something standing between you and the things you want most in life, its time to take action - get a second opinion.
Call us today for an obligation-free review of your current situation. If we can add meaningful, tangible value, we'll offer to set you on a better course. And if not, you'll walk away knowing that you're already moving in the right direction.
It's about you.
At Westmount, your income level or net worth doesn't influence our enthusiasm or capacity to look after your financial affairs - our clients come from a wide range of backgrounds, each with their own unique requirements.
We're also driven by the core belief that an intimate knowledge of your goals and attitudes is an essential part of making significant, life changing progress. Without first knowing what matters most to you, making headway can be a frustrating, expensive exercise.
Let's get it right the first time.
Whether you're in need of a comprehensive financial plan, a retirement review, or a superannuation rethink, we'll take the extra time to fully understand your values and priorities.
Advice, the way it should be.
A well designed financial plan may not stand the test of time if you're not entirely comfortable with your Financial Advisor. And a common barrier to a productive 'advisor/client' relationship can often be lingering concerns over fees or other conflicts of interest.
We offer a different approach.
To better align our success with yours, we've developed a service offering that is infinitely fairer and much easier to understand than the current industry standard.
Instead of confusing transaction-driven investment fees and 'multi-tiered' service packages, we believe that all clients deserve a consistently high level of advice and support, delivered on terms that are simple, cost effective and transparent.