What to expect...
Our purpose is straightforward: to protect and grow your wealth through advice and support you can genuinely rely on. We believe financial advice only has real value when it's built around your best interests — so that's exactly how we've structured everything we do.
Here's what being a Westmount client looks like in practice:
Regular Reviews
At least once a year — or more often if you prefer — we'll sit down together to revisit your financial objectives, check progress against your goals, and make any adjustments your strategy may need. These aren't tick-box exercises. They're meaningful conversations that keep your plan aligned with where you are and where you're headed.
Fast, Responsive Support
Your dedicated Service Officer is there to handle your questions and requests promptly — so that day-to-day matters are dealt with efficiently and you're never left waiting on something important.
Direct Access to Your Adviser
Beyond administrative support, you'll have straightforward, direct access to your financial adviser whenever you need it. Your adviser stays closely involved in your affairs — not just at review time, but throughout the year — so you always have someone who knows your situation well in your corner.
Regular Reporting
You'll receive timely, clear investment reports giving you a consolidated view of your balances, portfolio performance, and how you're tracking against your personal benchmarks. No jargon, no confusion — just the information that matters.
Cashflow & Debt Monitoring
As part of our ongoing service, we keep a close eye on your cashflow and debt levels — identifying potential issues early and addressing them before they become problems.
Risk Management
We stay alert to anything that could threaten your financial position — whether that's life, disability, trauma, or investment risk. We also work closely with your accountant, lawyer, and other key advisors to make sure your risk management and estate planning remain current and effective as your circumstances evolve.
Centrelink Monitoring & Support
We regularly review your social security position and flag any action you may need to take — so you're always making the most of your entitlements and never caught off guard by a legislative change.
Real-Time News & Updates
Between review meetings, we'll keep you informed of market developments, legislative changes, and anything else that's relevant to your financial position. You won't need to go looking for the news that matters — we'll bring it to you.
A Partner You Can Count On
Perhaps most importantly, we're here as a trusted, long-term partner — not just for you, but for your family too. If there's something we can help with, we will. And if it falls outside our expertise, we'll point you in the right direction without hesitation.
Rick Maggi CFP, Westmount Financial, Financial Advisor (Perth)