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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
7 May 2023
Westmount Financial, Superannuation, Retirement

Do career breaks come with a retirement price tag?

Rick Maggi
7 May 2023
Westmount Financial, Superannuation, Retirement
Do career breaks come with a retirement price tag?

More working-age Australians intend to take a career break at some point. We've calculated the potential impact of doing so on retirement superannuation balances…

Tagged: Retirement and superannuation, Westmount Financial, Rick Maggi

Rick Maggi
3 May 2023
Debt, Interest Rates

Rise in defaults heralds a new wave of zombie companies...

Rick Maggi
3 May 2023
Debt, Interest Rates
Rise in defaults heralds a new wave of zombie companies...

Not all companies are the same - the importance of diversification in a time if rising defaults…

Tagged: Zombie companies, Westmount Financial; Rick Maggi; Perth Financial Adviser Planner

Rick Maggi
3 May 2023

Charting bear and bull markets...

Rick Maggi
3 May 2023
Charting bear and bull markets...

Bull market surges have been longer and stronger than the bear markets that preceded them…

Tagged: Bull and bear markets, Rick Maggi, Westmount Financial, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
2 May 2023
Interest Rates

Alert: Cash rate decision...

Rick Maggi
2 May 2023
Interest Rates
Alert: Cash rate decision...

After pausing last month, the RBA decided to hike rates again today - but will this be the last?

Tagged: Interest rates, Westmount Financial, Rick Maggi, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
1 May 2023
Real Estate, Property

House prices: Here we go again!

Rick Maggi
1 May 2023
Real Estate, Property
House prices: Here we go again!

House prices are on their way back again…

Tagged: House prices, Rick Maggi, Westmount Financial

Rick Maggi
30 April 2023
Educational, Westmount Financial, Wealth Accumulation, Vanguard

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

Rick Maggi
30 April 2023
Educational, Westmount Financial, Wealth Accumulation, Vanguard
How much time and money do you really need to start investing?

You don’t need a large amount of money to begin building an investment portfolio…

Tagged: Rick Maggi; Westmount Financial, Savings, starting, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
28 April 2023
Westmount Financial, Pensions, Superannuation, Wealth Accumulation, Vanguard

Quarterly economic and market outlook...

Rick Maggi
28 April 2023
Westmount Financial, Pensions, Superannuation, Wealth Accumulation, Vanguard
Quarterly economic and market outlook...

Current views on the strength of economies, with insights from Vanguard…

Tagged: Rick Maggi, Westmount Financial, Investment outlook, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
27 April 2023
Dollar Cost Averaging, Educational, Investing, Stocks, Shares, Wealth Accumulation, Westmount Financial

How pausing contributions can add up...

Rick Maggi
27 April 2023
Dollar Cost Averaging, Educational, Investing, Stocks, Shares, Wealth Accumulation, Westmount Financial
How pausing contributions can add up...

Tempted to pause your savings investment strategy until “the dust settles” ? Think again…

Tagged: Rick Maggi, Westmount FINANCIAL, INVESTIN, wealth, financial planner perth

Rick Maggi
25 April 2023
Interest Rates, RBA

RBA review: A better outcome?

Rick Maggi
25 April 2023
Interest Rates, RBA
RBA review: A better outcome?

Is the RBA review really a positive step?

Tagged: Rick Maggi, Westmount Financial, Interest rates

Rick Maggi
19 April 2023
Westmount Financial, Wealth Accumulation, Superannuation, Shares, Inflation

Investment outlook Q&A...

Rick Maggi
19 April 2023
Westmount Financial, Wealth Accumulation, Superannuation, Shares, Inflation
Investment outlook Q&A...

Inflation, interest rates, recession, the US debt ceiling, geopolitics, house prices and other issues…

Tagged: Market outlook, Westmount Financial, Rick Maggi, Financial Planners in Perth

Rick Maggi
13 April 2023
Borrowing, Finance, Mortgage

Boosting your borrowing power...

Rick Maggi
13 April 2023
Borrowing, Finance, Mortgage
Boosting your borrowing power...

Borrowing to purchase a home or investment property isn’t as easy as it once was. Here are a few things you can do to stack the odds in your favour…

Tagged: Financia, mortgages, Westmount Financial, Rick Maggi

Rick Maggi
12 April 2023
Finance, Mortgage

The looming fixed rate cliff...

Rick Maggi
12 April 2023
Finance, Mortgage
The looming fixed rate cliff...

The Reserve Bank has expressed concerns over how some borrowers on low fixed-rate mortgages will cope once their loan expires…

Tagged: Rick MAggi, Westmount Financial, Financial Planner Perth

Rick Maggi
6 April 2023
Westmount Financial, Investing

Investing in high inflation conditions...

Rick Maggi
6 April 2023
Westmount Financial, Investing
Investing in high inflation conditions...

It’s a different world out there. So is investing in an inflationary economy any different? Tred carefully…

Tagged: Investing in high inflation, rick maggi, Westmount Financial Advisors

Rick Maggi
3 April 2023
Interest Rates

US Fed Reserve: Striking a delicate balance...

Rick Maggi
3 April 2023
Interest Rates
US Fed Reserve: Striking a delicate balance...

Like Australia’s Reserve Bank, the US Federal Reserve also walks a fine line…

Tagged: Westmount Financial, Rick Maggi, Interest rates

Rick Maggi
29 March 2023
Finance, Home Loans, Refinance

Why is Perth's property market holding firm?

Rick Maggi
29 March 2023
Finance, Home Loans, Refinance
Why is Perth's property market holding firm?

Why Perth’s property market is holding firm, despite higher interest rates…

Tagged: Home Loan, Refinance, Westmount Financial, Rick Maggi

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

5 charts for rough times...

Rick Maggi
27 March 2023
Wealth Accumulation, Westmount Financial, Superannuation
5 charts for rough times...

Five charts on investing to keep in mind in rough times like now…

Tagged: Rick Maggi, Westmount Financial, Financial Planner Perth, Financial Advisors Perth

Rick Maggi
24 March 2023
Westmount Financial, Wealth Accumulation, Vanguard

Investment & economic forecasts (as at March 2023)...

Rick Maggi
24 March 2023
Westmount Financial, Wealth Accumulation, Vanguard
Investment & economic forecasts (as at March 2023)...

Vanguard’s economic forecast as at 23 March 2023…

Tagged: Rick Maggi, Westmount Financial, Financial Planner Perth

Rick Maggi
24 March 2023
Dividends, Wealth Accumulation

What are the benefits of reinvesting your income distributions?

Rick Maggi
24 March 2023
Dividends, Wealth Accumulation
What are the benefits of reinvesting your income distributions?

Reinvesting the income distributions you receive from an ETF or managed fund can make a huge difference to your investment returns over time…

Tagged: Rick MAggi, Westmount Financial, Perth financial advice, Financial Planner Perth

Rick Maggi
23 March 2023
Vanguard, Superannuation, Strategy, Shares, Retirement

Perspectives on banking volatility (video)...

Rick Maggi
23 March 2023
Vanguard, Superannuation, Strategy, Shares, Retirement
Perspectives on banking volatility (video)...

In this short video, Joe Davis, Vanguard’s global chief economist, discusses volatility in the financial sector sparked by two recent bank failures and shares his views on inflation and central bank policy.

Tagged: Rick Maggi, Vanguard, Inflation, Banking crisis

Rick Maggi
21 March 2023
Real Estate

Have home priced bottomed? Probably not.

Rick Maggi
21 March 2023
Real Estate
Have home priced bottomed? Probably not.

Dr Shane Oliver reviews the current state of the Australian property and its recent bounce…

Tagged: House prices, financial advice, westmount, Rick Maggi

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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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