Financial Service Delivery

What to expect...

Our mission is simple and clear: to protect and grow your wealth by providing reliable, meaningful advice and support.

We believe that financial advice is truly valuable only when it serves your best interests. That’s why we’ve structured our services and fees to ensure that our success aligns with yours.

As our client, you’ll benefit from the following:

Regular reviews

These review meetings revisit your primary financial objectives, focusing on your personal values and goals, while measuring progress against established benchmarks. They may also include tailored recommendations and action steps to fine-tune your strategy.

Fast administrative support

Your dedicated Service Officer provides rapid-response support, addressing your questions and concerns with urgency so you can keep moving forward.

Reliable adviser ACCESS

Beyond administrative support, you’ll have direct and easy access to your financial adviser. Your adviser will stay closely involved, coordinating meetings and ensuring you stay informed and on track.

Regular reporting

Receive timely investment reports that provide a consolidated view of your investment balances, performance data, and personal benchmarking information.

Cashflow management

As part of our ongoing review process, we’ll monitor your cash flow and debt levels regularly to proactively address any potential challenges.

Risk management advice

We remain vigilant about any potential threats to your strategy, covering life, disability, trauma, and property or investment risks. We also collaborate with your Lawyer, Accountant, and stakeholders to keep your risk management and estate planning up to date.

Centrelink alerts & support

We'll regularly monitor your potential social security position and alert you to any action required to maximise your entitlements.

Real-time news

Receive ongoing communications and real-time updates on important developments between your regular review sessions.

A trusted partner

Think of us as a reliable partner in your corner. We’re always happy to assist you, your family, and friends where possible, and if we can’t, we’ll guide you to someone who can.

Rick Maggi CFP, Westmount Financial, Financial Adviser (Perth)