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
Is Your Advisor the Weak Link
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Choosing a financial advisor is one of the most important financial decisions you'll make—but are you asking the right questions?
In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi explores the conversations every investor should have with their advisor before making long-term financial decisions. From investment philosophy and portfolio construction to tax strategies, retirement income planning, and risk management, Joe explains what separates a transactional advisor from a true long-term planning partner.
You'll also learn why understanding the "why" behind an investment strategy is just as important as the strategy itself, how to identify potential blind spots in your financial plan, and what to expect from a comprehensive wealth management relationship.
Whether you're evaluating a new advisor or reassessing your current one, this episode provides practical insights to help you make more informed decisions and build greater confidence in your financial future.