New Year. Fresh Start.
Chances are, you're thinking about 2018 - most of us do this time of year. It's the perfect time to hit the reset button to get a fresh start, especially if the last year didn't quite work out how you had hoped.
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.
If you would like 2018 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.
We're also driven by a core belief that truly meaningful progress can only occur if we have a full grasp of your likes, dislikes, and motivations - which is why we take the extra time to get to know each and every client, stay in touch, and track progress.
So if you've ever felt like there was something standing between you and the things you want most in life, its time to get a second opinion.
Westmount Financial is a long-established, self-licensed, financial planning practice based in Perth, Western Australia. Read-on for more information about our services and philosophy, or call us for an initial meeting.
Rick Maggi CFP, Managing Director
A new sense of progress.
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 sets of personal requirements.
Whether you're in need of a comprehensive financial plan, a retirement review, or a superannuation rethink, we'll be delighted to assist.
The way it should be.
Sadly, a precision designed financial plan may not stand the test of time if you're not entirely comfortable with your Financial Advisor.
And unfortunately, all too often, the key obstacle to a confident working relationship are lingering doubts around the subject of 'fees'.
Let's clear the air.
To better align our success with yours, we've developed a service offering that is infinitely fairer and easier to understand than the current industry standard.
Instead of transaction-driven investment fees and multi-tiered service packages, all Westmount clients receive one high level of advice and support, for one flat monthly fee. That's it.
Quality financial advice and ongoing support delivered in a simple, transparent package, the way it should be.