Bring your vision to life...
Welcome to Westmount Financial, a privately owned financial planning and retirement advisory practice based in Subiaco, Western Australia.
We're driven by a simple, core belief that meaningful, worthwhile results can only be achieved by first having a clear understanding of what matters most to our clients.
Clarity is everything.
For over 40 years, we've been helping people move the needle from vision to reality, using reliable, time-tested investment strategies that work. No surprises, no clutter, just solid results.
So if retirement is on your mind, or if you would just like to manage your wealth a little better, explore this website to see how we can make a positive, tangible difference to your life.
A better balance.
Striking the right balance between enjoying your life today, while actively planning for tomorrow is a far more sustainable way to build for the future.
An overly complicated financial plan that doesn't adequately address your personal priorities or emotional makeup can often be dismissed as either unsustainable or unrealistic.
There is a better way forward.
Devoting a little time and energy into creating a plan that truly reflects your personal values actually increases the likelihood of success, keeping your health, finances and relationships intact.
The journey should be a joyful, exciting one, so let's get it right the first time.
Our clients come from diverse backgrounds, all with varying levels of income and wealth. And 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.
Whether you require a detailed financial strategy, a retirement plan, a basic roadmap, or just 'one-off' advice, we'll find a way to work together on terms that are both fair and affordable.
We also want you to feel confident that we always have your best interests at heart.
So underpinning our cultural preference for simplicity, we offer a fee structure that is refreshingly transparent and easy to understand.
Rather than transaction-driven/percentage-based fees, or confusing 'tiered' service packages, we apply a single, flat 'advice fee' for the same high level of advice and support.
The way financial planning should be.
Visit the Financial Planning Association (FPA) of Australia here to find a Financial Planner in your area, or call us (Westmount Financial) on 9382 8885 to make an appointment.