West Coast Wealth Management
West Coast Wealth Management sole purpose is meeting the individual financial needs of our clients.
The approach is a simple four stage process:
- Listen to where our clients are now and where they want to be
- Research the market to tailor the perfect solution for each individual client
- Present the information and make recommendations, then impliment the changes
- Repeat the process through regular, informal client meetings
Through years of experience of working in different financial jurisdictions around the world the West Coast Team have developed a pragmatic approach to financial planning.
The desire to put the client first and offer the best solution was the driving force to join a licensed planning group in Australia that is not aligned with any of the major financial institutions, Synchron. Whilst some planners may tell you that their product is the best one for you the real reason for the recommendation is that it is the only one that they offer to you. Being truly independent means that the solutions West Coast Wealth Management offer are the best fit for a particular clients needs. Or group product team research the products we offer on our Approved Product List to make sure that they fit the strict regulatory guidelines offering best value and security for our clients.
As West Coast Wealth Management offer a "Fee for Service" planning model our advice can be trusted as there are no financial incentives to offer certain products or investments. The insurance solutions we offer have fee's which are paid by the institution providing the product. Our open book policy means that the client will always be aware of the remuneration that the company receives.
Not only is the advice offered client focused so is the service. Our planners are happy to visit you at home, work or welcome you into our prestigious offices in the heart of the Perth CBD.
Date: 14/11/2021 Date: 12/08/2021 Date: 12/08/2021 Date: 22/06/2021 Date: 11/06/2021 Date: 11/06/2021