WestPac Wealth Investments
Bringing you insights from WestPac Wealth Partners, a privately held wealth management firm dedicated to guiding clients through every aspect of their financial lives. Rooted in a client-first philosophy, we focus on turning your vision for the future into a lasting legacy.
With access to one of the most comprehensive financial product platforms in the industry, our team creates tailored strategies and life maps to help you build, protect, and grow your wealth. Recognized nationally for our outstanding workplace culture, we bring that same level of excellence and care to every client relationship.
WestPac Wealth Investments
Latest Episodes
Will High Rates and Midterms Crash the Market
Is this time different? With Treasury yields high and a midterm election weeks away, it's the question advisor Joe DeLisi has been hearing by email and phone all fall.Recording on Thursday 24 September, with markets red across the boar...
The Biggest Mistake I See High Income People Making Today
Are high-income earners confusing tax deferral with tax avoidance?In this episode, we take a closer look at one of the biggest financial planning mistakes that can affect high-income business owners, executives, and W-2 employees: contin...
Can AI Beat the Market
Can AI Beat the Market? The Truth About AI, Investing & Human BehaviorCan artificial intelligence be a better investor than a human? And more importantly, can AI actually beat the market?In this episode of the Westpac Wealt...
The Financial Tool People are Missing with Neal Brincefield
In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi welcomes Neal Brinsfield RICP®, CLU®, ChFC®, CExP™ for a conversation about financial planning, cash flow, risk, and what it really takes to create greater confidenc...