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?

Superannuation

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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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Warning: Your pension payment could be halved...

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Warning: Your pension payment could be halved...

Did you receive a letter from your super fund? There’s no need to be worried about the upcoming changes to pension payments, they’re optional, but you do need to act…

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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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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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Don't fight the Fed, ECB, RBA...

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Don't fight the Fed, ECB, RBA...

The Federal Reserve (Fed) and the European Central Bank are now looking to reduce interest rates, and here in Australia, we’re possibly looking at another two cuts as the RBA attempts to shore up the local economy. So how should investors respond?