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Financial Advisors & Planners Perth I Westmount Financial I Rick Maggi

SERVICES
Fresh Perspective
The Benefits of Financial Advice
Retirement Planning Advice
Superannuation Advice
Self Managed Super SMSF
Goal Setting/Mentoring
Ethical/Sustainable Investing
GESB Super Advice
Wills & Estate Planning
Centrelink Advice
Frequently Asked Questions
News
News Updates (Real-Time)
Media
About Us
About Us
Advice Process
Service Delivery
Investment Philosophy
Testimonials
Privacy Policy
Financial Services Guide/Links
Superannuation Links
Contact
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News Updates

AS IT HAPPENS

Rick Maggi
13 June 2022
Children's Education, Children Savings, Children's Finance

Preparing your kids for financial success...

Rick Maggi
13 June 2022
Children's Education, Children Savings, Children's Finance
Preparing your kids for financial success...

Teaching kids to establish sound money management skills and strong financial acumen is important, regardless of wealth level.

Tagged: Financial Planner Perth, Advisor, Kids finance, education

Rick Maggi
12 June 2022
Defacto, Partner Money

Talking money with your partner...

Rick Maggi
12 June 2022
Defacto, Partner Money
Talking money with your partner...

Here are some factors to consider before you join finances with a partner…

Tagged: defacto, partner, money

Rick Maggi
11 June 2022
Rising interest rates

What to do when interest rates change...

Rick Maggi
11 June 2022
Rising interest rates
What to do when interest rates change...

Recent RBA announcements are a reminder for investors to take stock of the risks they are taking, and to stay focused on their long-term goals….

Tagged: Rising interest rates

Rick Maggi
9 June 2022
Investment Fees, Wealth Accumulation

How much time and money do you need to start investing?

Rick Maggi
9 June 2022
Investment Fees, Wealth Accumulation
How much time and money do you need to start investing?

There's a common misperception that in order to start investing, you need a large initial sum and lots of time. Here's why that's a myth.

Tagged: investing, savings, getting started, building wealyth, westmount financial

Rick Maggi
9 June 2022
Superannuation, SMSF

5 Common SMSF myths busted...

Rick Maggi
9 June 2022
Superannuation, SMSF
5 Common SMSF myths busted...

Here's five common SMSF myths that all fund trustees should be aware of…

Tagged: SMSF, Westmount Financial; Rick Maggi; Perth Financial Adviser Planner, Superannuation

Rick Maggi
7 June 2022
Interest Rates

RBA raises cash rate to 0.85 per cent...

Rick Maggi
7 June 2022
Interest Rates
RBA raises cash rate to 0.85 per cent...

In an effort to blunt inflation early on, the Reserve Bank of Australia has lifted the cash rate by 50 basis points, the largest single increase in more than 20 years.

Rick Maggi
4 June 2022
Family, Family Finances, Family Trusts

Using trusts: Keeping it in the family...

Rick Maggi
4 June 2022
Family, Family Finances, Family Trusts
Using trusts: Keeping it in the family...

Trusts are used to hold assets for various reasons, but most typically for tax planning and asset protection purposes. Here's a little more insight into how trusts work…

Rick Maggi
1 June 2022

National property prices fall...

Rick Maggi
1 June 2022
National property prices fall...

After a massive 28.6% gain from their pandemic low – which was the biggest gain over 21 months since 2003 – national average home prices fell for the first time in May since September 2020…

Rick Maggi
23 May 2022
Election, Wealth Accumulation, Superannuation, Industry Super Funds, Investing

What does Australia's new Government mean for investors?

Rick Maggi
23 May 2022
Election, Wealth Accumulation, Superannuation, Industry Super Funds, Investing
What does Australia's new Government mean for investors?

What are the likely implications stemming from a change in Government?

Tagged: Australian election, westmount financial, investments

Rick Maggi
17 May 2022
Superannuation, Retirement

3 Things Your Should Know About Super...

Rick Maggi
17 May 2022
Superannuation, Retirement
3 Things Your Should Know About Super...

Superannuation is a percentage of your income put aside by your employer over your working life to help fund your retirement. Here are three important things to consider when it comes to super…

Tagged: Superannuation, Westmount

Rick Maggi
10 May 2022
Wealth Accumulation, Vanguard, Superannuation, Retirement, Investment Fees

Behind the Reserve Bank's interest rate hike...

Rick Maggi
10 May 2022
Wealth Accumulation, Vanguard, Superannuation, Retirement, Investment Fees
Behind the Reserve Bank's interest rate hike...

Last week, the Reserve Bank of Australia increased the official interest rate for the first time in more than a decade. Here's why…

Tagged: interest rates rising

Rick Maggi
3 May 2022
Interest Rates

Interest rates finally begin to rise...

Rick Maggi
3 May 2022
Interest Rates
Interest rates finally begin to rise...

The RBA finally pulls the trigger on interest rates…

Tagged: Interest rates rise

Rick Maggi
21 April 2022
Educational, Financial Advice, Financial Planning

How advice gets you closer to your goals...

Rick Maggi
21 April 2022
Educational, Financial Advice, Financial Planning
How advice gets you closer to your goals...

A recent Vanguard survey found that investors believed financial advice provides substantial portfolio, financial and emotional value, and got them closer to achieving their financial goals…

Tagged: Financial Advice, Goal Setting

Rick Maggi
20 April 2022
Investing, Wealth Accumulation, Superannuation, Retirement

Weighing up value and growth...

Rick Maggi
20 April 2022
Investing, Wealth Accumulation, Superannuation, Retirement
Weighing up value and growth...

What's the difference between value and growth investing, and how can you incorporate these investment factors into your portfolio?

Tagged: Weighing up value and growth investment

Rick Maggi
18 April 2022
2022 Federal Election

The 2022 Australian Federal Election...

Rick Maggi
18 April 2022
2022 Federal Election
The 2022 Australian Federal Election...

Australian election campaigns tend to result in a period of uncertainty which have seen weak gains on average for shares followed by a bounce once it’s out of the way…Read more

Tagged: 2022 Australian Federal Election, investors, Westmount Financial

Rick Maggi
13 April 2022

Housing: How far will prices drop?

Rick Maggi
13 April 2022
Housing: How far will prices drop?

So how far are real estate values likely to fall?

Rick Maggi
12 April 2022
ETFs

ETFs rising in popularity...

Rick Maggi
12 April 2022
ETFs
ETFs rising in popularity...

Here are the prevailing investment trends behind the latest ETF inflows over the first quarter of 2022…

Tagged: ETFs, investing, Rick Maggi

Rick Maggi
11 April 2022
Federal Budget

Making the most of government concessions...

Rick Maggi
11 April 2022
Federal Budget
Making the most of government concessions...

Here are some of the concessions from the latest Federal Budget that could help low-income earners, families, retirees and concession card holders…

Tagged: Federal Budget, government concessions, westmount financial

Rick Maggi
8 April 2022
Budgeting

The value of having a budget...

Rick Maggi
8 April 2022
Budgeting
The value of having a budget...

The rising cost of living is on everyone's mind. Here's why having a budget could help get you through the tough times ahead…

Tagged: Budgeting, recession, interest rates, financial planning

Rick Maggi
7 April 2022
Risk, Strategy, Westmount Financial, Wealth Accumulation

Constructing a portfolio using profiles...

Rick Maggi
7 April 2022
Risk, Strategy, Westmount Financial, Wealth Accumulation
Constructing a portfolio using profiles...

Vanguard research showed that not all younger investors had a high equity allocation and not all older investors reduced risk as they aged…

Tagged: portfolio construction, investing, wealth accumulation and retirement

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Westmount Financial, 108 Saint Georges Terrace, Perth, WA, 6000, Australia+61 8 9382 8885info@westmount.com.au

This website and blog provides general information and hasn’t taken your personal circumstances into account and therefore is not financial advice. Before making any investment decisions, it is important to discuss your situation with a licensed adviser before making any investment decisions. Although the information is from sources considered reliable, Westmount Financial ('Westmount') does not guarantee that it is accurate or complete. Except where liability under any statute cannot be excluded, Westmount does not accept any liability (whether under contract, tort or otherwise) for any resulting loss or damage of the reader or any other person.

Westmount Financial (Westmount Securities Pty Ltd I ABN 42090595289 I AFSL 225715)


 
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