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?

Wealth Accumulation

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5 steps to build a diversified portfolio...

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5 steps to build a diversified portfolio...

If you’re looking to build a diversified investment portfolio, here are five steps to get you started…

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Overcoming investment fears...

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Overcoming investment fears...

It can be scary out there - markets are volatile, and fears are rising. So how can you push past the fear and begin investing?

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Measuring the price of shares..

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Measuring the price of shares..

This article provides an excellent overview of how investment analysts value companies and the role diversification plays in investing…

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Trump 2.0: Market reaction so far...

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Trump 2.0: Market reaction so far...

The economic and financial environment today is more challenging today than 2017 was, so what could this mean to a second term Trump presidency?

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Thinking about diversification differently...

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Thinking about diversification differently...

Diversification strategies beyond asset allocation…

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Trump 2.0: Potential impact on Australia's economy...

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Trump 2.0: Potential impact on Australia's economy...

Shares, inflation and interest rates - how will Trump’s victory likely impact the Australian economy?

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Rates remain on hold...

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Rates remain on hold...

While some were disappointed, the writing was on the wall…

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Global housing trends...

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Global housing trends...

Australia’s relatively lower homeownership rate is one sign of the housing affordability problem. Other metrics show a similar issue…

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The value of financial advice...

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The value of financial advice...

The FAAA’s latest research has shown that not only has trust in financial advisers hit record highs,..

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Adding bonds to your investment mix (video)...

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Adding bonds to your investment mix (video)...

Bonds can play an important role in investment portfolios, especially as Term Deposit rates contribute to fall. But what exactly are they?

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September economic outlook...

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September economic outlook...

Vanguard's latest forecasts for investment returns and iron-by-region economic outlook...

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Watch the 2024 Vanguard Index Chart video...

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Watch the 2024 Vanguard Index Chart video...

See how a $10,000 investment into different assets would have grown over 30 years…