WestPac (Portland)

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
 
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
 
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
 
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
 
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
 
 

Our Approach

You never have to go it alone.

We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence. 

How we approach insurance.

Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs. With no hard sells or complicated jargon. We promise. 

How we approach investing.

If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to bear when we help you come up with an sound investment strategy. 

How we approach retirement.

Only 18% of workers say they’re very confident about saving enough for a comfortable retirement.* Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.