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.
Podcasting since 2025 • 19 episodes
WestPac Wealth Investments
Latest Episodes
30 Second Budget
In this episode of the WestPac Wealth Investments podcast, Joe discusses the importance of budgeting, introducing his concept of the '30 Second Budget.' He emphasizes the simplicity of budgeting while acknowledging the challenges of execution. ...
•
15:59
The Worst Decision a Client has Ever Made
On this episode of the WestPac Investment Podcast, Joe DeLisi walks through the single most damaging mistake he’s seen clients make, and why it rarely has anything to do with markets, returns, or timing. Instead, Joe explains ho...
•
10:56
Do Politics Signal Market Direction
In this episode of WestPac Wealth Investments, Joe tackles one of the most common investor questions: do elections and politics really move the markets? Drawing from historical data and his decades of experience, Joe explores whether p...
•
Season 1
•
Episode 17
•
13:27
Super Smart People Can't Beat Markets
History is full of brilliant people who made terrible investment decisions. In this episode, Joe DeLisi, Financial Advisor with WestPac Wealth Partners, explores how Isaac Newton and the Nobel Prize–winning economists behind Long-Term Capital M...
•
Season 1
•
Episode 16
•
10:58
Same Game, New Name: Wall Street’s Repeat Offense
The names change, but the game stays the same. In this episode, Joe DeLisi shares what three decades in the investment world have taught him about Wall Street’s repeating patterns — the hype, the “new” products, and the inevitable fallout. From...
•
Season 1
•
Episode 15
•
13:44