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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
12 February 2023
Mortgage, Superannuation

Mortgage or Super?

Rick Maggi
12 February 2023
Mortgage, Superannuation
Mortgage or Super?

Mortgage rates are now much higher, so is it still worth contributing to super, or paying off the mortgage?

Tagged: Super or mortgage?, Financial Planning, Debt reduction, superannuation, mortgage

Rick Maggi
11 February 2023
ETFs

Managed Funds and ETFs - what's the difference?

Rick Maggi
11 February 2023
ETFs
Managed Funds and ETFs - what's the difference?

Markets are in a state of flux and confusion, so in times like these is it better to be investing in an actively managed fund versus an index fund/ETF? What’s the difference?

Tagged: Managed Funds vs ETFs

Rick Maggi
10 February 2023
Wealth Accumulation, Vanguard, Investing

Three tips for building a good portfolio...

Rick Maggi
10 February 2023
Wealth Accumulation, Vanguard, Investing
Three tips for building a good portfolio...

Thinking about investing? Here are some basic tips to point you in the right direction…

Tagged: Building investment portfolio, investing, westmount

Rick Maggi
8 February 2023
Interest Rates

Interest rate hikes: Are we there yet?

Rick Maggi
8 February 2023
Interest Rates
Interest rate hikes: Are we there yet?

AMP Capital’s Dr Shane Oliver discusses this week’s rate hike…

Tagged: Interest rate hikes, westmount financial

Rick Maggi
7 February 2023
Interest Rates, Westmount Financial

Interest rates rise again...

Rick Maggi
7 February 2023
Interest Rates, Westmount Financial
Interest rates rise again...

Australia's benchmark interest rate has been raised to 3.35 per cent, with the Reserve Bank forecasting inflation will return to target by mid-2025…

Tagged: Interest rates, Rick Maggi, Westmount Financial

Rick Maggi
5 February 2023
Aged Care, Westmount Financial

Aged care - what are the costs?

Rick Maggi
5 February 2023
Aged Care, Westmount Financial
Aged care - what are the costs?

Aged care requires careful consideration and research. Here are some of the likely costs…

Tagged: Aged care costs

Rick Maggi
2 February 2023

How might the US debt ceiling impact shares this year?

Rick Maggi
2 February 2023
How might the US debt ceiling impact shares this year?

The US debt ceiling - should you be worried?

Rick Maggi
1 February 2023
Investing

How can inflation impact shares and property?

Rick Maggi
1 February 2023
Investing
How can inflation impact shares and property?

Inflation looks to be settling-in for a while, altering investment strategies across the board. So how can inflation impact shares and property?

Tagged: Rick Maggi

Rick Maggi
31 January 2023

7 reasons why Australian shares may outperform global shares...

Rick Maggi
31 January 2023
7 reasons why Australian shares may outperform global shares...

Is Australian share underperformance likely over?

Rick Maggi
31 January 2023

Investing in property: Key factors to consider...

Rick Maggi
31 January 2023
Investing in property: Key factors to consider...

Thinking about investing in residential or commercial real estate? Here are some basic factors to consider before taking the leap…

Rick Maggi
30 January 2023
Financial Advice, Financial Planning

Why pay for a Financial Adviser?

Rick Maggi
30 January 2023
Financial Advice, Financial Planning
Why pay for a Financial Adviser?

So why should you seek (and pay) for financial advice? Could you do-it-yourself? Probably - but should you?

Tagged: Why pay for a financial adviser?

Rick Maggi
25 January 2023
Dollar Cost Averaging

What is Dollar Cost Averaging?

Rick Maggi
25 January 2023
Dollar Cost Averaging
What is Dollar Cost Averaging?

I couldn’t have said it better myself - a perfect explanation of ‘Dollar Cost Averaging’, generated by ChatGPT…

Tagged: Dollar Cost Averaging, Westmount Financial

Rick Maggi
24 January 2023
Financial Advice, Superannuation

Should you Salary Sacrifice into Superannuation?

Rick Maggi
24 January 2023
Financial Advice, Superannuation
Should you Salary Sacrifice into Superannuation?

Should you salary sacrifice into superannuation?

Tagged: Salary sacrfice, superannuation, westmount financial

Rick Maggi
24 January 2023
ETFs, SMSF

The most frequently asked questions...

Rick Maggi
24 January 2023
ETFs, SMSF
The most frequently asked questions...

Here are the most frequently asked questions from Smart Investing readers in 2022…

Tagged: Common questions, westmount financial, rick maggi

Rick Maggi
20 January 2023
Investing

Passive vs Active management - what's the difference?

Rick Maggi
20 January 2023
Investing
Passive vs Active management - what's the difference?

Active vs Passive…an age old debate - but what’s the difference?

Tagged: Passive vs active investment management, Rick Maggi

Rick Maggi
19 January 2023
Children's Education, Educational, Westmount Financial, Financial Planning

Saving for education...

Rick Maggi
19 January 2023
Children's Education, Educational, Westmount Financial, Financial Planning
Saving for education...

Education is a gift that keeps on giving. If you are considering a private school this article is for you as we discuss how to save for your child’s education…

Tagged: Education, Children Education

Rick Maggi
18 January 2023
Investing, Westmount Financial

A review of the last two decades in investing...

Rick Maggi
18 January 2023
Investing, Westmount Financial
A review of the last two decades in investing...

Final comments from a legend…

Tagged: Investing, Financial Planner

Rick Maggi
17 January 2023
Westmount Financial, Wealth Accumulation, Superannuation, Retirement

9 reasons for optimism...

Rick Maggi
17 January 2023
Westmount Financial, Wealth Accumulation, Superannuation, Retirement
9 reasons for optimism...

Dr Shane Oliver delivers an excellent outlook for 2023 (an easy, enjoyable read)…

Tagged: 2023 investment outlook

Rick Maggi
16 January 2023
Superannuation, Retirement

Transitioning into retirement: What you should know...

Rick Maggi
16 January 2023
Superannuation, Retirement
Transitioning into retirement: What you should know...

Deciding on your retirement funding options in retirement comes down to what makes the most sense for you…

Tagged: Retirement

Rick Maggi
11 January 2023
Cryptocurrency, Bitcoin, EOFY, Ethereum

Cryptocurrency and Blockchain: What's the difference?

Rick Maggi
11 January 2023
Cryptocurrency, Bitcoin, EOFY, Ethereum
Cryptocurrency and Blockchain: What's the difference?

A quick explanation…

Tagged: Cryptocurrency, Perth Financial Planner, Investment Advice

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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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