Bring your vision to life...

Welcome to Westmount Financial, a privately owned financial planning and retirement advisory practice based in Subiaco, Western Australia.

We're driven by a simple, core belief that meaningful, worthwhile results can only be achieved by first having a clear understanding of what matters most to our clients.

Clarity is everything.

For over 40 years, we've been helping people move the needle from vision to reality, using reliable, time-tested investment strategies that work. No surprises, no clutter, just solid results.

So if retirement is on your mind, or if you would just like to manage your wealth a little better, explore this website to see how we can make a positive, tangible difference to your life.

The advice and guidance received from Rick Maggi has been of the highest standard and manifestly unbiased.

Vince & Julie (Mosman Park)

One of the most important aspects of having Rick Maggi as my adviser, is his accessibility. I have never had a time when he hasn't responded in a timely manner.

Alan (Launceston)

Westmount is highly recommended to anyone seeking quality advice.

Lee & Val (Mosman Park)

Over the last 34 years, I have always found Westmount to be trustworthy and reliable in all business matters - and their staff are always polite and helpful.

David & Rae (Dunsborough)

What we appreciate the most about our relationship with Westmount is the absolute respect and personal consideration that is shown to us. We value our relationship with Rick Maggi immensely.

Peter & Carol (Swan Valley)

The attention I have received from Rick and his staff at Westmount has always been of the highest order - they have not disappointed me.

Ron & Shirley (Banjup)

Rick manages to break down complex issues into simple laymen's language, and he is always extremely personable and informative.

David & Joanna (Helena Valley)

Rick's guidance and support have been greatly appreciated, particularly through turbulent times. It is our intention to remain advised and guided by Westmount well into the future.

Lorna & Lionel (Piesse Brook)

A better balance.

Striking the right balance between enjoying your life today, while actively planning for tomorrow is a far more sustainable way to build for the future.

An overly complicated financial plan that doesn't adequately address your personal priorities or emotional makeup can often be dismissed as either unsustainable or unrealistic.

There is a better way forward.

Devoting a little time and energy into creating a plan that truly reflects your personal values actually increases the likelihood of success, keeping your health, finances and relationships intact.

The journey should be a joyful, exciting one, so let's get it right the first time.

Confidence.

Our clients come from diverse backgrounds, all with varying levels of income and wealth. And contrary to popular belief, access to quality financial advice isn't limited to high net worth individuals, nor does it need to be overly complicated.

Whether you require a detailed financial strategy, a retirement plan, a basic roadmap, or just 'one-off' advice, we'll find a way to work together on terms that are both fair and affordable.

We also want you to feel confident that we always have your best interests at heart.

So underpinning our cultural preference for simplicity, we offer a fee structure that is refreshingly transparent and easy to understand.

Rather than transaction-driven/percentage-based fees, or confusing 'tiered' service packages, we apply a single, flat 'advice fee' for the same high level of advice and support.

The way financial planning should be.

“
Imagination will often carry us
to worlds that never were.
But without it we go nowhere.”

— Carl Sagan

Visit the Financial Planning Association (FPA) of Australia here to find a Financial Planner in your area, or call us (Westmount Financial) on 9382 8885 to make an appointment.

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