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 • 25 episodes
WestPac Wealth Investments
Latest Episodes
Young Adult Financial Series - Advising the Next Generation
Many long-time clients eventually reach a new stage of life, when their children become young adults and begin making financial decisions of their own.In this episode, Joe DeLisi discusses a growing trend he has seen over the past severa...
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12:41
US and the Iranian Conflict
With headlines about rising tensions between the United States and Iran, many investors are asking the same question: What does this mean for my portfolio?In this episode, Joe takes a break from the usual studio setting to addre...
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7:54
The Risk of Individual Stocks
In a recent episode, Joe shared a story about “the worst decision a client ever made” — and the response was bigger than expected. But some listeners walked away with the wrong takeaway.In this follow-up, Joe clears it up.This epi...
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8:15