Bring your vision to life...
Welcome to Westmount Financial, based in Subiaco, Western Australia.
In 2017, we're celebrating over 40 years in practice, helping clients move their most cherished personal and financial goals closer to reality, and developing some wonderful friendships along the way.
As a privately owned financial planning practice, we believe that a thoughtful, considered approach, and attention to detail, can make all the difference.
Having the time and flexibility to truly focus on what's most important to you shouldn't be the exception.
And as we all know, with greater clarity, more meaningful results follow.
Finish 2017 stronger. If you're ready to sharpen your retirement focus, give your wealth a boost or simply fine-tune your superannuation plan, read on to find out how we can make a measurable difference to your life.
A better way forward.
Everyone has a unique story, with different priorities and life experiences. We also understand that there is more than just one way to achieve your goals and that, occasionally, you'll need to hit 'reset' and change course - that's just life.
So if the road is filled with those inevitable twists and turns, have you ever wondered why so many financial institutions still insist on offering a one-size-fits-all service to their customers? You deserve better.
The power of personal advice.
Having a close working relationship with an approachable, experienced financial adviser really is an important part of achieving your investment and retirement goals. A good financial adviser will improve your investment returns, provide you with 'all-weather' ongoing guidance, and generally make life easier.
The benefits and peace of mind that come with having a trusted adviser by your side are pretty clear. Unfortunately, in recent years, call centres and DIY online calculators have occasionally been offered-up as 'service and support' by a few financial institutions, leaving their customers feeling underwhelmed, and more than a little disconnected. We take a different view.
While we fully accept that technology is an essential part of running an efficient business, we also believe in 'staying close', regularly speaking or meeting with clients (face-to-face), and never losing sight of what matters most to them - timeless values that simply work.
Keeping it simple.
Distilling the complicated world of finance, tax, retirement and superannuation into easily digestible solutions is what we do well.
We realise that your time is precious, so we go out of our way to remove jargon, minimise any unnecessary distractions and generally 'declutter'. You'll always have a clear picture of where you are, and where you're going.
Our fee structure is also refreshingly transparent. Instead of opaque percentage based charges and 'tiered' service packages, we believe that a single, affordable, flat fee is a fairer approach.
All clients, regardless of their level of assets, receive the same high level of advice and support, with no hidden costs or surprises. Isn't that the way it should be?