Confidence comes with collaboration and trust
What we do for individuals
We advise individuals on how to build a secure foundation for tomorrow, accumulate wealth, and turn their life’s work into a rewarding retirement.
No matter where you are along your path, we start out together by defining your financial and lifestyle goals, and assessing your opportunities and risks. Depending on your needs, we develop and implement a holistic financial plan that addresses 6 planning imperatives.
Individual Planning
Tax Advice & Social Security Planning
Investment Planning
Risk Management
Retirement Planning
Estate & Legacy Planning
We have advisors on our professional team with experience that’s right for you. They will advise you through an Advisory and Solutions Suite that’s designed for you. In this way, you can be confident that you’re in experienced hands, and that your personal journey is well supported with the tools, technology and solutions you need to pursue your dreams.
What we do for business owners
We’ve helped many business owners pursue their goals and we’re business owners ourselves.
We know what a prosperous business looks like and what it takes to build one.
Many business owners come to us seeking the answers to 6 questions.
Many business owners come to us seeking the answers to 6 questions.
- What is my business worth?
- How do I go about funding it?
- Am I maximizing the tax mitigation opportunities my business provides me?
- How will the sale of my business affect my retirement?
- What is my succession plan if something unexpected happens to me?
- Who can I trust to guide me through all the layers?
Prosperity-based planning
Over many years of prosperity-based planning, we’ve helped business owners gain more time to do what they do best.
We’ve also given them clarity on their goals and options, plus real confidence and assuredness in their decisions.
They learn all about money; what’s important in managing it astutely, and how to develop a plan that builds and protects their all-round prosperity.
This means focusing on their personal and business financial goals and plans.
Because prosperity begins with confidence, and confidence comes from greater certainty and clarity, these are hallmarks of our approach.
An experienced WestStar Financial Advisor will guide you and coach you through the processes along a journey that focuses on 8 financial planning imperatives.
- Individual Planning
- Business Financial Planning
- Succession & Employee Benefits Planning
- Tax Advice & Social Security Planning
- Investment Planning
- Risk Management
- Retirement Planning
- Estate & Legacy Planning
These are brought together in our holistic planning approach and find direction and dynamism in your customized Navigator 360° Roadmap.
We don’t simply advise you what to do, we show you how to do it, and shoulder a significant portion of the load.
The value lies in real collaboration plus the insights gained through the process.
WestStar’s Advisory & Solutions Suite
No matter your life stage, goals or challenges, we have an Advisory & Solutions Suite just for you.
Click on the icon that best describes where you are on your journey today.
Pathfinders
You’re a young professional on the road to prosperity, wanting to grow wealth and minimize taxes and debt.
Aviators
You’re a successful, highflying executive wanting to accumulate wealth, minimize taxes and secure your prosperity.
Business Pioneers
You’re a business owner wanting to grow your business, reward yourself and your staff, and exit optimally.
Retirement Trailblazers
You’re winding up towards Retirement, wanting to create dependable income and security, regardless of what the world delivers.