RICK MAGGI Certified Financial Planner, Managing Director of Westmount Financial (Perth CBD).
Perth-based Financial Advisor Rick Maggi has dedicated over 40 years to helping clients achieve financial independence, offering investment and retirement solutions that are both resilient and refreshingly simple to manage.
With experience guiding clients through various economic cycles, geopolitical shifts, and personal life changes, Rick understands the value of accessible, thoughtful financial advice and continuous support. Founded in 1977, Westmount Financial embodies this commitment to clarity and stability in financial planning.
A clear path FORWARD
Clarity is the cornerstone of success.
Your financial and retirement goals become far more attainable when your vision, priorities, and values guide your decisions.
Studies show that individuals who engage a Financial Advisor often experience greater happiness, increased wealth, and a stronger sense of control over their future. Reflecting this trend, the demand for authentic, goals-based advice has grown significantly.
With a broader range of financial planning services now available, consumers have more choice than ever. While many Australians prefer accessible, tailored advice, it’s vital to consider your unique circumstances—because when it comes to your future, one size never fits all.
Keeping it simple
Reflecting on what truly matters to you should feel rewarding—not like a chore.
A skilled Financial Advisor helps clarify your goals, develop practical strategies, and guide you toward the lifestyle and retirement you envision, offering continuous support along the way.
We simplify the complexities of retirement planning and wealth management, empowering you with the confidence and insight to make well-informed financial decisions—easily and effectively.
If retirement has been occupying your thoughts lately, you’re likely picturing a future filled with travel, hobbies, well-deserved “me-time,” and finally savoring experiences you’ve put off for years. It’s a vision of clear skies ahead.
At the same time, you may be quietly running the numbers, wondering whether you can retire comfortably—or perhaps scale back to just a few days of work each week. If these thoughts resonate, now is the perfect moment to tackle these questions head-on.
By taking the time to unravel the retirement puzzle, you can not only fortify your financial outlook but also embrace a greater sense of calm, confidence, and certainty about the years ahead.
If you find yourself at this pivotal crossroads, seeking guidance from a seasoned Financial Advisor can provide invaluable clarity and a trusted second opinion.
TIME FOR A RETHINK?
As 2025 draws to a close, the world continues to grapple with a complex mix of challenges - from trade tensions and regional conflicts to the rapid rise of AI, persistent inflation, and elevated interest rates. Although Australia’s economic outlook remains relatively stable, underlying risks continue to pose concerns.
In uncertain times, stepping back to assess the broader landscape can bring valuable clarity and peace of mind. Keeping a measured distance from the noise of daily headlines and market speculation may, in itself, be one of the most prudent investment decisions you could make.
Successfully navigating the next few years will require thoughtful planning and a steady perspective. Partnering with an experienced Financial Advisor will help you stay on course, adapt to the inevitable market fluctuations, and remain focused on your long-term financial aspirations.
Rick Maggi CFP, Financial Advisor (Perth), Westmount Financial.
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