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
Nash Subotic, Founder & CEO of WestPac Wealth Partners
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In this episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, Founder and CEO of WestPac Wealth Partners, to dive deep into the firm’s investment philosophy and how it drives better long-term outcomes for clients.
Nash shares the core principles that guide Westpac Wealth’s portfolios:
- Why a long-term, history-driven, science-based approach beats short-term speculation
- The importance of global diversification — including international stocks, small-cap value, and emerging markets
- How the firm’s portfolios performed through the 2020 crash and the 2022 bear market
- Why staying invested and even adding capital during market declines creates significant wealth over time
- The power of disciplined asset allocation over chasing hot trends like crypto or “this time is different” narratives
Nash also discusses how WestPac Wealth puts clients’ long-term interests first — even when it’s unpopular — and why protection-first planning, risk management, and comprehensive wealth strategies are just as important as the investment side.
Whether markets are booming or in turmoil, this conversation delivers clear, timeless investment wisdom straight from the leader of one of the fastest-growing wealth management firms in the country.