A FRESH START.
Getting clarity and direction around your personal and financial goals should be a joyful, affirming experience, not a chore.
Rick Maggi (CFP) has been helping clients make the shift from vision to reality for over 40 years, building resilient investment, superannuation and retirement strategies that are easier to understand and refreshingly simple to manage. And when your personal values and priorities are placed at the very core of your financial plan, your journey is likely to be a more meaningful one, with measurably better results.
So if you sense that something might be standing between you and the things you want most in life, or if you just need to get organised, consider getting a second opinion from an experienced, approachable, Financial Adviser.
A BETTER WAY.
Of course, whether or not you ultimately engage the services of a Financial Adviser is a deeply personal decision, and one that should be considered carefully, so its important to take your time, do your research, and ask plenty of questions.
Recent media focus regarding fees and potential conflicts of interest within the financial services sector is a very real concern for investors and superannuation members, and rightfully so. We believe that our transparent business approach represents a better way forward for clients - a clear plan, a simple fee structure, no surprises. And as a long established, Perth-based financial planning practice, our clients are actively supported by local, thoughtful, experienced personnel, every step of the way.
Rick Maggi (CFP) Managing Director
Born in Canada, Rick Maggi, owner of Westmount Financial (Est 1977), is an active Financial Adviser and Certified Financial Planner (CFP) with over 35 years experience. Having personally guided clients through numerous market and economic cycles, and an ever changing legislative landscape, Rick has witnessed first-hand the very real benefits, both emotional and financial, of sound financial advice and ongoing support.
Rick’s deliberately minimalist, common sense, philosophy to financial planning aims to cut through the usual complexities and jargon, to provide effective problem-solving solutions that his client’s can easily relate to and understand. Rick’s broader aspiration, and hope, is to see the financial advice profession transition towards a more affordable, client-friendly model that the vast majority of Australians can access with confidence.
Have you been referred?
Our clients are typically referred to us by family, friends, work colleagues and institutions. As managing their affairs, and being readily available to them is our key priority, Rick Maggi is not currently taking on new clients, unless referred. If you would like an introduction to a trusted, well regarded Financial Adviser/Planner, we would be more than happy to point you in the right direction.
