The power of purpose.

Clarity is everything. Achieving your personal and financial goals, whatever they may be, is far more likely if your vision, priorities, and values, are placed front and centre. The good news is that taking some time to reflect, dig a little deeper, and focus on what matters most, is typically a positive, engaging experience, not a chore.

Perth-based Financial Planner, Rick Maggi (Westmount Financial), has been helping clients achieve financial independence for over 40 years, creating resilient investment and retirement solutions that are easier to understand and refreshingly simple to manage.

Having guided his clients through numerous economic cycles, geopolitical events, and life/family changes, Rick appreciates the importance of having easy, immediate access to well considered financial advice and ongoing support.

Forward motion.

Research suggests that longer term clients of Financial Advisors are generally happier, wealthier, and feel more ‘in control’. Demand for authentic ‘goals-based’ financial advice has grown exponentially in recent years.

Consumer choice is also evolving, with a multitude of financial planning services now on offer, ranging from institutionally driven digital advice to comprehensive, holistic, personal advice. While most Australians generally favour a service that sits somewhere in the middle, it’s important to do your own research and seriously consider which option might best suit your individual circumstances both today, and in the coming years.

Our aim is clear - to inform, simplify and support. We break down and demystify the often complicated world of investing, superannuation, retirement planning and taxation, so that our clients can make informed financial decisions, and move forward with greater confidence.

Westmount Financial was established in 1977.

Mid-2024: Time to reassess?

It’s already mid year, and yet despite having successfully emerged from an economic downturn, a variety of worries continue to weigh on public confidence - inflation, interest rates, and a fragile geopolitical climate have all been contributing to a general ‘vibecession’ in Australia.

In an uncertain environment, it’s important to take a breath, calmly survey the economic landscape, revisit your priorities and, if necessary, fine-tune your investment or retirement strategy - building and preserving your wealth over the next few years will require a clear perspective.

An experienced Financial Advisor can help clarify your objectives, and map-out proven strategies to achieve your lifestyle goals, while supporting you (and your family) along the way. So this year, consider replacing media speculation and fear-driven news editorials with a fresh focus on the very real benefits of creating a stronger, vibrant, financial future.

Speak with your financial advisor, or if you don’t have one, contact us for an initial meeting.

Rick Maggi