It's about you.
Welcome to Westmount Financial, a long-established financial planning and retirement advisory practice based in Subiaco, Western Australia.
Clarity is everything. We're driven by a simple, core belief that worthwhile, life-changing outcomes can only be achieved by first having a full appreciation of what matters most to you, our client. Without that clear visual image of where you would like to be, meaningful progress can be a challenge.
For over 40 years, we've been helping people move the needle from vision to reality, using reliable, time-tested investment strategies that simply work - no unnecessary clutter, no surprises, just attainable results.
So if you suspect that you could be managing your financial affairs more efficiently, or if you have a view to retirement, its important that you find a good Financial Advisor. At Westmount, we'll work towards solutions that truly reflect your personal values, increasing the likelihood of success, while keeping your health, finances and sense of humour intact.
Your experience should be a joyful one, so let's get it right the first time.
Accessible financial advice.
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 require 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.
The way it should be.
With the best of intentions, a beautifully crafted financial or retirement plan may not stand the test of time if you're not entirely comfortable with your Financial Advisor. As a shared journey, trust and openness are essential for the relationship to work well over the long run.
So to quickly align our aims with yours, we've developed a 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, 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 advice delivered with your best interests at heart, the way it should be.