A fresh start.
Welcome to Westmount Financial, an established financial planning practice based in Subiaco, Western Australia.
For over 40 years, we've been helping clients 'move the needle' from vision to reality, using proven financial and retirement strategies that simply work - no unnecessary clutter, just a clear path forward.
We're driven by a core belief that the road to achieving rewarding outcomes begins by having a full appreciation of what matters most to our clients. Without a clear understanding of your likes, dislikes, motivations and values, meaningful progress can be a significant challenge.
A fresh look can make all the difference, bringing new ideas and insights into the foreground.
So if you feel that you could be managing your financial affairs more effectively, or you're in need of a genuine sounding board, its time to get a second opinion.
Read-on for more information about our services and philosophy, or call us for an obligation-free assessment.
It's about you.
At Westmount, your income level or net worth doesn't influence our enthusiasm or capacity to thoroughly look after your financial affairs - our clients come from a wide range of backgrounds, each with their own unique sets of personal requirements.
So whether you're in need of a comprehensive financial plan, a retirement review, or a superannuation rethink, we're happy to help.
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.