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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
27 February 2023

9 key lessons for today from the 1970s, 80s and 90s...

Rick Maggi
27 February 2023
9 key lessons for today from the 1970s, 80s and 90s...

The experience of the high inflation 1970s and its aftermath hold key lessons for today…

Rick Maggi
26 February 2023
Investing

Avoiding perfectionism when investing...

Rick Maggi
26 February 2023
Investing
Avoiding perfectionism when investing...

Is the sharemarket about to collapse again? Will property prices fall by 20% this year? Will interest rates continue to soar?

Tagged: Rick Maggi; Westmount Financial

Rick Maggi
24 February 2023
Economics, Westmount Financial, Wealth Accumulation, Vanguard

China's economic rebound lowers the odds of a global recession...

Rick Maggi
24 February 2023
Economics, Westmount Financial, Wealth Accumulation, Vanguard
China's economic rebound lowers the odds of a global recession...

China seems to be well on its way to higher growth…

Tagged: China, recession, westmount financial

Rick Maggi
23 February 2023
Economics, Pensions, Retirement, Superannuation, Westmount Financial, Wealth Accumulation, Vanguard

The economic star you need to look for...

Rick Maggi
23 February 2023
Economics, Pensions, Retirement, Superannuation, Westmount Financial, Wealth Accumulation, Vanguard
The economic star you need to look for...

An excellent article from Tony Kaye, worth a read…

Tagged: economic indicators, financial markets, advice, perth

Rick Maggi
21 February 2023
Age Pension, Superannuation

Contribute more to super or just rely on the Age Pension?

Rick Maggi
21 February 2023
Age Pension, Superannuation
Contribute more to super or just rely on the Age Pension?

Is the Age Pension so generous that you should just forget about saving for retirement altogether?

Tagged: Rick Maggi, Westmount Financial

Rick Maggi
21 February 2023

7 key charts for investors...

Rick Maggi
21 February 2023
7 key charts for investors...

Reasonably upbeat about markets, but it won’t be smooth sailing. Read on…

Rick Maggi
19 February 2023
Budgeting, Finance, Mortgage

Lifestyle affecting your borrowing power?

Rick Maggi
19 February 2023
Budgeting, Finance, Mortgage
Lifestyle affecting your borrowing power?

When you don’t have a mortgage it’s easy to splash your cash on living it up. But did you know that your spending habits can influence how much lenders are willing to loan you? Read on to find out how your lifestyle can affect your borrowing capacity…

Tagged: Obtaining finance, Financial Planner Best, Perth

Rick Maggi
16 February 2023
Superannuation, Transfer Balance Cap

Superannuation: What is the Transfer Balance Cap?

Rick Maggi
16 February 2023
Superannuation, Transfer Balance Cap
Superannuation: What is the Transfer Balance Cap?

How does the Transfer Balance Cap work, and will it be going up?

Tagged: Transfer Balance Cap, superannuation, Financial Planning Perth, Rick Maggi

Rick Maggi
15 February 2023
Real Estate, Property, Rental crisis

Why is Australia experiencing a rental crisis?

Rick Maggi
15 February 2023
Real Estate, Property, Rental crisis
Why is Australia experiencing a rental crisis?

So why exactly do we have a rental crisis?

Tagged: Rental crisis, Westmount Financial, Rick Maggi

Rick Maggi
14 February 2023
Risk, Retirement, Superannuation

Should you be more conservative with your super as you approach retirement?

Rick Maggi
14 February 2023
Risk, Retirement, Superannuation
Should you be more conservative with your super as you approach retirement?

How should you approach investment risk as you approach retirement?

Tagged: Retirement, superannuation, risk, westmount, financial planning

Rick Maggi
13 February 2023

Vanguard's latest economic forecasts...

Rick Maggi
13 February 2023
Vanguard's latest economic forecasts...

2023: What will it bring?

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?

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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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