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Our Services

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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Business Owners

Business Owners

Navigate the unique financial challenges and opportunities of owning a business with personalized financial guidance.

Exit Planning

Exit Planning

For the business owner, all roads lead to Exit Planning. Eventually, you will leave your business – the question is when, to whom, for how much, and on what terms? At WestPac, our experience has taught us that in each unique business owner situation, there is a specific process of discovery, strategy, and implementation that can lead to the best possible result when it comes to realizing the full value of your life’s work.

Tax Efficiency

Tax Efficiency

Tax efficiency is simply an attempt to minimize your tax liability when given different financial decisions. To be tax-efficient, the tax outcome must be lower than an alternative financial structure that achieves the same end. From years of planning and thousands of cases, we’ve learned that in some scenarios tax-efficiency can outperform your basic rate of return formulas. This is one of many reasons why business decisions shouldn’t be made in a vacuum.

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