Westmount Financial, Superannuation, Investing, Investment planning
Rick Maggi
Strong returns, but sustainable?

With the 2025/24 financial year now in the rearview mirror, its safe to say that despite extreme volatility, the year was another winner for investors. But can this continue?

Strong returns, but sustainable?

Investing

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Financial counsellor or planner: What's the difference?

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Financial counsellor or planner: What's the difference?

Ok we get it, knowing where to turn to for financial advice can be confusing sometimes! Financial planners and financial counsellors are both types of financial experts, so which one is right for you?

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Technical note: Re-balancing your portfolio out of COVID-19...

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Technical note: Re-balancing your portfolio out of COVID-19...

Now is probably a good time for investors to ask the question of themselves and consider whether rebalancing was something they did or should have considered….

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What can a CFP do for me?

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What can a CFP do for me?

Whatever your life stage, making the right decisions about your financial situation has never been more important. Knowing who to turn to for financial advice is essential. A CERTIFIED FINANCIAL PLANNER® professional is internationally recognised for having the highest education and ethical standards in financial planning. So when you want trusted, credible financial advice, look for a CFP® professional…

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Emergency interest rate cut (and much more)...

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Emergency interest rate cut (and much more)...

Today, the Reserve Bank of Australia unveiled a stimulus package of measures to “support jobs, incomes and businesses through this difficult period and they will also assist the Australian economy in the recovery.” Read on…

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World Cup of Investing...

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World Cup of Investing...

It’s been a banner year for New Zealand sport, with a world championship win in women’s netball, the narrowest of world cup losses in men’s cricket and an upcoming attempt by the All Blacks to win an historic third consecutive rugby world cup…

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2018-19: A rough ride, but ok in the end...

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2018-19: A rough ride, but ok in the end...

The past financial year saw a roller coaster ride for investors. Share markets plunged into Christmas only to rebound over the last six months. This note reviews the last financial year and takes a look at the investment outlook for 2019-20…

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Uncommonly average...

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Uncommonly average...

Ask a farmer about average rainfall figures and he’s likely to look at you sceptically. Knowing how actual rainfall varies from year to year, farmers will carefully manage their crops and irrigation. It’s a lesson many investors could learn as well…