Westmount Financial | Advisers | Financial Planners Perth WA

The client/adviser relationship can only move forward when both sides are comfortable and there is a clear roadmap ahead. While we recognise that our relationship can take many different forms (eg holistic, minimalist, transactional etc), we generally suggest the following six-step approach:

First Meeting: Learning more about each other.
Our first meeting typically revolves around ‘data collection’, both financial and lifestyle. Knowing your personal and/or business goals is key, as all future advice will be based on this critical starting point. A clear vision of where you want to be will also provide greater depth and meaning to the decisions you make in the future. Before engaging our services, you are provided with a written fee estimate based on the scope of work involved and the complexity of your financial situation. We do not charge fees for initial consultation meetings.
We begin work.
Once you have formally given us the approval to move forward, we begin the research and analysis phase, including the production of an individually designed financial review or ‘Statement of Advice’. This document will initially form the basis of most investment and lifestyle decisions going forward and will also address key areas such as your goals/objectives, investment (including superannuation) strategy, cash-flow, debt management, taxation, estate planning, social security and insurance.
Second Meeting. Plan presentation.
At this meeting we’ll present our recommendations and provide you with the completed Statement of Advice, taking you through your strategy from concept to implementation. During this meeting, we encourage our clients to ask plenty of questions and make any necessary changes to the overarching strategy.
Third Meeting: Implementation.
At this meeting you may have a few remaining questions, but you are generally ready to proceed with our advice and complete the necessary documentation (if applicable), including possible collaboration with other professionals such as your Accountant or Lawyer.
Fourth Meeting: Post implementation.
While not strictly necessary, we suggest a brief post implementation meeting to answer any lingering questions that you may still have and to ensure that you fully understand and are completely satisfied with all aspects of your strategy.
Ongoing Reviews & Communications.
Beyond the implementation of your strategy, we will meet at agreed intervals to benchmark progress against your stated objectives. Of course, we will also keep you informed of any relevant changes and market developments on an ongoing basis.

Client Survey

We recently conducted a client satisfaction survey to see how we rated in a variety of key performance areas. Click here to view the results.

Moving Forward Together.

First Meeting: Learning more about each other.

We begin work.

Second Meeting. Plan presentation.

Third Meeting: Implementation.

Fourth Meeting: Post implementation.

Ongoing Reviews & Communications.

Client Survey