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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
15 March 2023
Dividends, Wealth Accumulation, Retirement, SMSF

Look beyond the latest dividend returns...

Rick Maggi
15 March 2023
Dividends, Wealth Accumulation, Retirement, SMSF
Look beyond the latest dividend returns...

If you own shares in one or more listed Australian companies, you may have been keeping an eye on the latest round of corporate earnings announcements.

Tagged: Westmount Financial, Rick Maggi, Dividends

Rick Maggi
14 March 2023
Stocks

Shares hit another bout of turbulence...

Rick Maggi
14 March 2023
Stocks
Shares hit another bout of turbulence...

Shares hit another bout of turbulence - US banks, inflation, interest rates and recession risk - what it means for investors?

Tagged: share volatility, SVB, financial advice, Westmount Financial, Rick Maggi

Rick Maggi
13 March 2023

Latest investment and economic forecasts...

Rick Maggi
13 March 2023
Latest investment and economic forecasts...

A region-by-region outlook report (interesting read)…

Rick Maggi
10 March 2023
Westmount Financial, Wealth Accumulation, Superannuation

Weekly Investment Report (10 March 2023)

Rick Maggi
10 March 2023
Westmount Financial, Wealth Accumulation, Superannuation
Weekly Investment Report (10 March 2023)

Read Dr Shane Oliver’s Weekly Investment Report…

Tagged: Westmount Financial, Rick Maggi

Rick Maggi
9 March 2023
Educational, Westmount Financial, Wealth Accumulation

So what does it mean to be 'wealthy'?

Rick Maggi
9 March 2023
Educational, Westmount Financial, Wealth Accumulation
So what does it mean to be 'wealthy'?

Bernard Salt’s new report on the meaning of wealth in 2023…

Tagged: Bernard Salt, Westmount Financial, Rick Maggi, wealth

Rick Maggi
7 March 2023
Interest Rates

RBA makes March rate call...

Rick Maggi
7 March 2023
Interest Rates
RBA makes March rate call...

The Reserve Bank of Australia (RBA) announced a 25 basis point increase on Tuesday, lifting interest rates to 3.60 per cent — their highest level since May 2012…

Tagged: interest rates, westmount financial

Rick Maggi
3 March 2023
Digital Advice, ChatGPT, Value of Advice, Westmount Financial

Why investors want human advice...

Rick Maggi
3 March 2023
Digital Advice, ChatGPT, Value of Advice, Westmount Financial
Why investors want human advice...

Most investors want human advice. So what can a financial adviser do for you?

Tagged: digital advice, ChatGPT, Financial Advice, Rick Maggi

Rick Maggi
28 February 2023
Superannuation

Super balances over $3m to be taxed at 30%...

Rick Maggi
28 February 2023
Superannuation
Super balances over $3m to be taxed at 30%...

The Treasurer has confirmed Labor will double tax rates paid by those with over $3 million in their super despite stating just days earlier that no decision had yet been reached.

Tagged: Superannuation, tax-financial-planning

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

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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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