Our initial discussions with you are designed to determine if our philosophy aligns with your personal and business objectives. We will engage in vision-building dialogues with you discussing your plans for the future and showing you a valuable new way of thinking about your financial strategy. We then work with you to articulate a process that will fulfill your future’s potential.
After envisioning where you want to go, we need to define where you are today. We will gather your financial information to create a clear picture of both your current and ideal financial position. This information provides a valuable instrument as we map a course toward your vision of prosperity.
Using the information you share, we focus on your objectives and assess your current situation. A blueprint of your current wealth status will be created to analyze your financial strategy, identify potential inefficiencies, and project likely outcomes of your current courses of action. This is a time for clarity, exploration, and growth as you begin to realize the wealth of possibilities that exist for the future you are creating.
Here is where your future gains momentum. You begin to see the power that is available to you using the WestPac Wealth Partners holistic planning process as your guide. The innovative strategies we implement on your portfolio aim to be measurable and designed to help give you superior results instead of average product performance.
After our strategies have been integrated into your financial pathway, we want to hear what you have to say about the WestPac Wealth Partners experience. Since we work exclusively through personal introductions from our clients, we aim to enhance our process every time. This conversation also sets the stage for our communications for the upcoming year before your annual review. During this time, we like to allow you to share this vital process with those closest to you. We’re dedicated to your future and everyone in it.