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At WestPac Wealth Partners we take pride of delivering cutting edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions.Contact Us
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here’s a guide to explain all the parts of Medicare.
A change in your mindset during retirement may drive changes to your portfolio.
Can you keep up with your children’s mobile slang?
Tips to avoid checking in luggage on your next vacation.
A look inside the U.S. government's statistics on household net worth.
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.