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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
25 August 2023
Retirement

Closing the retirement advice gap...

Rick Maggi
25 August 2023
Retirement
Closing the retirement advice gap...

The number of retired Australians is set to surge, and so will demand for retirement advice…

Tagged: Financial Planner Perth, Financial Advisor Perth, Retirement Advice, Westmount Financial, Rick Maggi

Rick Maggi
24 August 2023
Wealth Accumulation, China

China's slowdown: Implications for Australia...

Rick Maggi
24 August 2023
Wealth Accumulation, China
China's slowdown: Implications for Australia...

China is slowing fast, helped by a property collapse and structural constraints, so what does this mean for Australia?

Tagged: Financial Planner Perth, Financial Advisor Perth, Rick Maggi, Westmount Financial, Chinese economy

Rick Maggi
23 August 2023
Shares

Four share market volatility indicators to watch...

Rick Maggi
23 August 2023
Shares
Four share market volatility indicators to watch...

While there's no share market crystal ball, these real-time volatility indexes provide a gauge on investor sentiment about the future…

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

Rick Maggi
23 August 2023
Centrelink, Age Pension

Pension increase on the cards for September...

Rick Maggi
23 August 2023
Centrelink, Age Pension
Pension increase on the cards for September...

An interesting note on the upcoming Age Pension increase next month…

Tagged: Financial Planner Perth, Financial Adviser Perth, Financial Advisor Perth, Westmount Financial, Rick Maggi, Age Pension increase

Rick Maggi
22 August 2023
budgeting, Educational, Wealth Accumulation

Identifying your personal budgeting style...

Rick Maggi
22 August 2023
budgeting, Educational, Wealth Accumulation
Identifying your personal budgeting style...

To achieve your financial goals, you need to know where our money is going. Hint - aim for progress, not for perfection…

Tagged: Financial Planner Perth, Financial Advisor Perth, Financial Adviser Perth, Westmount Financial, Rick Maggi, Budgeting

Rick Maggi
21 August 2023
Financial Planning, ETFs

Fund manager or ETF?

Rick Maggi
21 August 2023
Financial Planning, ETFs
Fund manager or ETF?

Is it worth paying for an active fund manager, or just investing in an ETF?

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

Rick Maggi
21 August 2023
Financial Advice, Financial Planning, Market/Economic Update

Higher for longer...

Rick Maggi
21 August 2023
Financial Advice, Financial Planning, Market/Economic Update
Higher for longer...

Another ‘Bassanese bites’ market update for 21 August 2023…

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

Rick Maggi
20 August 2023
Superannuation, Retirement

How much will I need in retirement?

Rick Maggi
20 August 2023
Superannuation, Retirement
How much will I need in retirement?

How much is enough to enjoy a comfortable retirement (video)?

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount Financial, Rick Maggi, Retirement

Rick Maggi
18 August 2023
Estate, Wills, Retirement

How often should you review your Will?

Rick Maggi
18 August 2023
Estate, Wills, Retirement
How often should you review your Will?

Time passes quickly and circumstances change. So how often should you review your Will? Is it really necessary?

Tagged: Financial Planner Perth, Financial Advisor Perth, Retirement Planning, Westmount Financial, Wills, Estate Planning

Rick Maggi
17 August 2023
Educational, Investing, Wealth Accumulation, Thematic investing, Strategy, Shares, Retirement

Growth vs value...

Rick Maggi
17 August 2023
Educational, Investing, Wealth Accumulation, Thematic investing, Strategy, Shares, Retirement
Growth vs value...

With growth advancing again in 2023, is the value really over?

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount Financial, Rick Maggi, Investing

Rick Maggi
17 August 2023
Bonds

A brighter outlook for bonds...

Rick Maggi
17 August 2023
Bonds
A brighter outlook for bonds...

Bond investors shouldn’t let the recent past derail their long-term investment strategy…

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount Financial, Rick Maggi, Bonds

Rick Maggi
16 August 2023
Tech, Wealth Accumulation, Investing

The surprising reason for tech's recent strength...

Rick Maggi
16 August 2023
Tech, Wealth Accumulation, Investing
The surprising reason for tech's recent strength...

With many economists still predicting a US recession, investors are justified in asking: “Why has US tech been soaring?”

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount financial, Rick maggi

Rick Maggi
16 August 2023
Estate

Transferring wealth to the next generation...

Rick Maggi
16 August 2023
Estate
Transferring wealth to the next generation...

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level…

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount Financial, Rick Maggi, Estate Planning

Rick Maggi
15 August 2023
Economics

Why the need to lift productivity and why it might be hard...

Rick Maggi
15 August 2023
Economics
Why the need to lift productivity and why it might be hard...

Productivity isn’t everything, but, in the long run, it is almost everything…

Tagged: Financial Planner Perth, Financial Advisor Perth, Economic update, Rick Maggi, Westmount Financial

Rick Maggi
14 August 2023
Market/Economic Update

All priced?

Rick Maggi
14 August 2023
Market/Economic Update
All priced?

An excellent weekly update from Betashares’ David Bassanese…

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

Rick Maggi
13 August 2023
Superannuation

Understanding unlisted assets in your super fund...

Rick Maggi
13 August 2023
Superannuation
Understanding unlisted assets in your super fund...

CFS raises an important issue in this article - how many unlisted assets does your super fund hold, where can you find out, and what’s the potential impact on fund performance?

Tagged: Financial Planner Perth, Westmount Financial, Financial Advisor Perth, Rick Maggi, Unlisted assets within superannuation

Rick Maggi
11 August 2023
Educational, Wealth Accumulation, Investing

Learn the basics of investing (video)...

Rick Maggi
11 August 2023
Educational, Wealth Accumulation, Investing
Learn the basics of investing (video)...

Watch Betashares’ video on the basics of investing - great for those just starting out….

Tagged: Financial Planner Perth, Advisor, Westmount Financial

Rick Maggi
10 August 2023
Recession, Wealth Accumulation, Economics, Educational

Recession or Goldilocks?

Rick Maggi
10 August 2023
Recession, Wealth Accumulation, Economics, Educational
Recession or Goldilocks?

Five reasons why we could still avoid a recession…

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

Rick Maggi
9 August 2023
Indexes

The real value of time....

Rick Maggi
9 August 2023
Indexes
The real value of time....

Why the best chance of investment success is all about time, not timing…

Tagged: Westmount Financial, Financial Planner Perth, Rick Maggi

Rick Maggi
8 August 2023
AI, Financial Advice

Is AI an alternative to personal financial advice?

Rick Maggi
8 August 2023
AI, Financial Advice
Is AI an alternative to personal financial advice?

Can AI replace a financial advisor?

Tagged: Financial Planner Perth, Westmount Financial

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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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