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
Young Adult Financial Series - Advising the Next Generation
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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 several years: parents asking their advisor to speak with their adult children about money, careers, and financial responsibility. These conversations look very different from traditional financial planning discussions with established professionals, but they can be just as important.
Joe explains how financial guidance changes when working with someone in their early 20s, the kinds of questions young adults are asking today, and why learning sound financial principles early can have a lasting impact.
Whether you’re a parent hoping to prepare your children for financial independence or a young adult beginning to think about money for the first time, this episode explores the importance of building a strong financial foundation early in life.