Please note that the information on this page is for reference only. Although accurate when originally released, it may now contain out-of-date information. It remains solely for historical purposes and is not considered current guidance. Always consult a professional regarding your individual situation.
WestPac has been featured by Fortune three times so far for being a great workplace. But our firm is more than just one of the best companies to work for; it’s one of the best companies you can do business with.
The WestPac Difference
But what makes WestPac such a great workplace for our associates AND a great business option for our clients? WestPac provides a client-centric approach to all our interactions. We are always striving to improve ourselves, to be better than we were yesterday, and to make all our decisions with the client’s interests in mind. This leads to an exceptional, high-quality, high-integrity, and consistent client experience for our both our financial visors and clients that delivers results that people are pleased with. The proof is in the numbers: 90% of our clients come from referrals.
Our Business Owner Solutions
It has been our conscious decision since the start of our business to serve the backbone of America’s economy: business owners and their key employees. Fortune Magazine featured WestPac in its December 2020 issue. It discusses our proprietary business planning approach and the various solutions and strategies we offer individuals and business owners. Read the article below!
We are also hosting a webinar about exit planning where we will discuss the process for creating the perfect plan that will allow you to exit your business when you want, how you want. See more details here.