We are a financial planning business based in Warrnambool. At Westamp, our planners have nearly 100 years of combined experience. We endeavour to provide quality financial services and continued loyalty to our valued clients.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Peter Bond

Financial Planner

Ian (Bob) McLeod

Certified Financial Planner®

Stephen Ross

Financial Planner

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Book a complementary initial consultation and discover how we can help you own your tomorrow