Westmount Financial. Perth-based Financial Advisors…
Founded in 1977, Westmount is one of the few privately-owned financial planning and advisory practices in Australia that has truly withstood the test of time.

Rick Maggi CFP, Financial Advisor (Perth), Managing Director
Rick Maggi
Rick Maggi, a Canadian-born Financial Advisor and Certified Financial Planner (CFP), brings over 40 years of expertise to his role as the owner of Westmount Financial, established in 1977. With extensive experience guiding clients through various market shifts and economic cycles, Rick has seen firsthand the tangible emotional and financial advantages that well-considered financial guidance can provide.
As a private consultant, Rick’s mission is straightforward: to deliver practical, problem-solving solutions while cutting through unnecessary complexity and jargon. Looking ahead, his larger vision is to transform the financial advisory field into a more approachable, people-centered profession—one that most Australians can access with confidence.
Remarkably, despite the poltical upheavals of late, the local and global economy continues to chug along…
Words of wisdom from the founder of Vanguard Investments…
If you receive the Age Pension, upcoming changes from 20 September could affect your payments…
ASIC has issued a warning about a new wave of investment scam websites using images of well-known Australian identities.
A summarised investment and economic outlook report from Vanguard (technical)…
Planning is important, but execution is essential…
Investing is a marathon, not a sprint…
Taking a DIY approach to managing your finances will save you a little money in fees, and if you enjoy the subject, more power to you. But is this a false economy? The value of financial advice goes well beyond investment or retirement planning, setting goals, wealth accumulation/preservation and superannuation…
Tailoring your retirement strategy based on your personal data could be invaluable…