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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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
5 Original Ways to Show Your Love
One of the best ways to love the people you care about is through properly protecting yourself, and them.
A quick look at how federal income taxes work.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
These food myths will really put a drain on your wallet.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
Apps that help small business owners better manage and grow their business.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?