Financial Plans to Build Your Dreams On
For Pathfinders, Tech Professionals, Business Owners and Retirement Trailblazers
At WestStar Prosperity Partners we believe that prosperity means living with financial confidence, certainty and joy. With it comes the freedom to live the life you choose, and make the most of your working and retirement years.
Our unique 360˚ financial planning approach and processes provide predictable financial outcomes and real assurance in an uncertain world.
We also target your goals with maximum efficiency and the highest level of certainty.
Why Geese Love Flying Together
Migrating geese cover vast distances and safely navigate hazards in their flying ‘V’s.
At lift-off they are sure they’ll touch down safe and sound together. They can relax along the way, enjoying all the knowledge, guidance, experience and support to get there in great shape.
Prosperity for our clients, their families and businesses means the world to WestStar Advisors: it’s in our name, our DNA, and our flying V logo.
Go West for the best route to financial freedom.
Everyone has a dream of what their life could be, and that’s why so many people come to us with the exact same longings.
“A clear plan, someone I can trust to show me where to go and how to get there – a map that keeps it all on track – then I’ll be able to relax and enjoy life without worry.”
Does that sound like you?
People from all walks of life bring their hopes and dreams to us. Some are spreading their wings while others are flying high. We have clients winding up towards retirement or winding down into it, and we advise and guide many professionals earning equity compensation, and business owners.
“My mission in life is to help people take control of their money and avoid financial stresses. I believe that your financial plan and portfolio should be tailored to make your dreams a reality.”
Sam Gullette CFP®, CLU®, Certified Financial Planner™
Real Professionalism And Integrity
We’re committed to maintaining the highest fiduciary standards and providing only the best quality advice, service and guidance. After all, your hopes and dreams really matter to us.
WestStar Advisors will tell you that excellent financial advice, personalized financial planning, and close guidance are real predictors of success.
We help you set your sights on accomplishing what matters most to you. Our 360° financial plans target your goals, and align your decisions with your unique vision of tomorrow. And we guide and support you every step of the way there.
Want to stop worrying about money and start living confidently?
Download our free Financial Confidence eBook
For Confidence and Clarity at its Best
Look West
Our financial advisors help individuals, families and business owners plan for today, build a secure foundation for tomorrow, and turn their life’s work into a rewarding retirement.
By knowing exactly where they’re heading and how to get there, our clients attain the confidence to live their lives with assurance and joy.
Our holistic 360˚ financial planning approach is custom-made for you. We start out together by defining your financial and lifestyle goals, and assessing your circumstances, opportunities and risks.
According to your needs, we develop and implement a 360° Financial Plan that addresses the following planning essentials:
Prosperity means experiencing life as an adventure, and being free to enjoy your journey with a sense of optimism and anticipation.
Rather than lying awake worrying, why not enjoy a great night’s sleep.
For a financial plan that turns your dreams into attainable goals, and gives you confidence, clarity and the clear path to prosperity,
