At WESTPAC WEALTH PARTNERS, we’ve been helping business owners and entrepreneurs strike harmonious balance between their business and personal planning objectives. We realize that for business owners and entrepreneurs, everything in their financial world begins and ends with their business. Whether it’s retirement planning or healthcare decisions, their situation doesn’t fit the traditional planning mold.
During the course of the WestPac Wealth Partners planning process we will help business owners and entrepreneurs protect their business from loss, provide strategies to recruit, retain, and reward key employees, and most importantly guide them on when and how they can ultimately exit the business, helping to ensure that their family and they receive the full value of their life’s work.

It is my personal passion to help business owners and entrepreneurs secure and balance their financial future and dreams through strategic business planning. My clients are clients for life, and many of them are my very close friends! I take care of my clients and their families as though they are my own, and just love what I do!

The reason that I chose WestPac Wealth Partners is because I truly believe their philosophy and mission is the best in this industry – hands down. We take our clients through a process called “The Living Balance Sheet” and offer them their own complimentary website to safely store documents and enter any information on assets, liabilities, cash flow, and protection, both for their business and their personal finance. We believe that, as with anything in life, our finances are constantly changing – there is an ebb and flow, therefore, it is “living”. We want each and every client to know that we only provide options that are in the best interest of the client, their family, and their business. Financial balance for every aspect of life is what we strive for, and it is not about the products we sell as much as it is about providing those products, again, only if it makes the best sense for our clients.

It all begins with what we call an open talk about where you are and where you want to be…and we take it from there.

Mary Chapman, MBA