Nash Subotic, CEO“We don’t just offer products; we create value by illuminating paths that empower clients to achieve the financial success they never thought possible,” says Nash Subotic, CEO.
It defines client success as realizing results through a structured planning process that every business owner should undertake.
Distinguishing Genuine Value Creation
In a landscape teeming with financial firms and professionals, distinguishing those that genuinely create value from those that merely bring value is crucial. WestPac stands out for delivering value while making a real, meaningful impact on its clients' lives. While many firms rely on transactions to build relationships, WestPac prioritizes a consultative financial planning process that uncovers opportunities many clients didn't know existed. It acts as a financial guide, offering business planning, tax optimization, asset protection, risk management and exit planning strategies.
By focusing on this comprehensive planning process, WestPac takes on the role of a “financial guide” for its clients. It coordinates functions across specialists, from CPAs to estate planners, ensuring clients save time and have a cohesive financial strategy that helps them achieve true, long-term success.
Guiding Clients through Tailored Wealth Management
Central to WestPac’s strategies is a strong emphasis on understanding client priorities and long-term aspirations. Akin to a doctor gathering family history to provide optimal care, it conducts thorough assessments of clients' financial landscapes. Subotic draws parallels between his company’s methodologies and scaling the highest peak in the world.
“Just as there are many paths to Everest's summit, there are multiple routes to financial success,” he explains.
With this mindset, WestPac explores effective execution methods before implementing the strategies that suit a client. For example, it outlines exit options for business owners, considering long-term implications and their plan post-retirement. Business owners, in particular, are often so focused on building wealth that they lack the time or expertise to effectively protect and grow it.
This holistic approach distinguishes WestPac and underscores how it prioritizes strategic planning over transactions to drive meaningful financial outcomes.
Empowering Successful Financial Journeys
WestPac empowers clients to take meaningful steps forward by organizing their financial landscape and ensuring that wealth planning is cohesive and aligns with their ambitions. The firm sees itself as guiding clients on a journey toward financial success, helping them realize outcomes they may not have thought possible.
The process begins with assessing where the client stands in their business journey. Whether they are a startup, in growth mode, mature, or preparing to exit, this evaluation allows WestPac to tailor its approach to their specific circumstances. Next, the team focuses on navigating the complexities of business ownership and identifying the gray area between personal and business growth that clients can leverage.
Following these steps, WestPac delivers its acting financial guide service to eliminate the need for clients to juggle multiple advisors—such as CPAs, wealth managers and insurance agents. Bringing these professionals and their functions under one umbrella saves clients significant time and ensures all parties are aligned and working toward the same goals. The company essentially forms a comprehensive team for its clients, pooling experience from various areas of their financial lives. This collaborative approach is powered by streamlined communication and strategy implementation, which, in turn, maximize the value of its services.
We don’t just offer products; we create value by illuminating paths that empower clients to achieve the financial success they never thought possible
Team WestPac then dives into specific strategies that address client needs and wants, including asset protection, cash flow management, estate planning strategies, or retirement planning and asks them what they would like to prioritize, enabling focused efforts.
A Mission of Protection and Growth
WestPac’s mantra—Protect, Invest, Achieve—is more than just a tagline; it’s a commitment.
“Just like a newborn receives vaccinations before being exposed to viruses, individuals should protect their financial health before venturing into growth,” states Subotic.
Delivering impactful strategies that prioritize protection and efficiency, WestPac helps ensure clients capitalize on often overlooked paths to financial success, empowering them to invest wisely and protect their legacies. By acting as a guide and educator, WestPac continues to build value for business owners and high-net-worth individuals seeking long-term, comprehensive financial success.
