Westpac Wealth Investments

About 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.

Publisher

Westpac Wealth Partners

Category

business

Language

en

Explicit

No

First episode

17 Apr 2025

Latest episode

20 Oct 2026

Latest episodes

39 episodes in the feed.

1. 

   20 Oct 2026

   Investing 301

   Time in the market beats timing the market. Advisor Joe DeLisi calls that investing 101. This episode is the next level up. Joe walks through how the portfolios he builds are actually put together, and why the answer to “why own this and not that” can’t come from a hunch. The thinking traces back to the academics he first studied when he got licensed about 30 years ago: Eugene Fama, Ken French and Harry Markowitz. In Joe’s words: “It’s not my philosophy. It’s one I’ve adopted from people much...

2. 

   28 Sept 2026

   Will High Rates and Midterms Crash the Market

   Is this time different? With Treasury yields high and a midterm election weeks away, it's the question advisor Joe DeLisi has been hearing by email and phone all fall.Recording on Thursday 24 September, with markets red across the board, Joe takes the worry seriously. He doesn't dismiss the national debt or the headlines. He goes back instead. Six times since 1966, a midterm election arrived while Treasury yields were rising, and Joe walks through each one to see what happened next.From there...

3. 

   14 Sept 2026

   The Biggest Mistake I See High Income People Making Today

   Are high-income earners confusing tax deferral with tax avoidance? In this episode, we take a closer look at one of the biggest financial planning mistakes that can affect high-income business owners, executives, and W-2 employees: continually deferring taxes without considering what that future tax liability could look like. Tax deferral can be a valuable strategy, but it doesn’t make the tax disappear. Large balances in tax-deferred accounts can eventually create significant tax consequence...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

11 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 22 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

31

Social presence

0

YouTube

0

Engagement

32

Contact Westpac Wealth Investments

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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