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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
Best-Financial-Planners-in-perth-news-blog.jpg

News Updates

AS IT HAPPENS

Rick Maggi
30 October 2023
Interest Rates, Inflation, Westmount Financial

Fed to hold...

Rick Maggi
30 October 2023
Interest Rates, Inflation, Westmount Financial
Fed to hold...

This week’s market summary from Betashares’ David Bassanese…

Tagged: market overview, interest rates, financial advice perth, westmount financial, rick maggi

Rick Maggi
29 October 2023
Budgeting

How to use the zero-based budget method...

Rick Maggi
29 October 2023
Budgeting
How to use the zero-based budget method...

To achieve our financial goals, we need to know where our money is going. This is why having a budget is so important…

Tagged: Budgeting, financial planning perth, westmount financial, rick maggi

Rick Maggi
28 October 2023
Interest Rates

The next bet on interest rates...

Rick Maggi
28 October 2023
Interest Rates
The next bet on interest rates...

More hikes on the way?

Tagged: interest rates, financial planning advice perth, westmount financial, rick maggi

Rick Maggi
27 October 2023

Investment Outlook (October 2023)...

Rick Maggi
27 October 2023
Investment Outlook (October 2023)...

Vanguard’s investment and economic outlook, October 2023…

Tagged: Econo, economic outlook, markets, financial planner perth, financial advisors in perth

Rick Maggi
26 October 2023
Economics, Educational, Bonds, Shares, Property

5 constraints on growth...

Rick Maggi
26 October 2023
Economics, Educational, Bonds, Shares, Property
5 constraints on growth...

Five megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic…

Tagged: Economic growth, megatrends, shares, property, Westmount zfinancial, Financial Advisor Perth

Rick Maggi
18 October 2023
Israel

The threat of higher oil and petrol prices...

Rick Maggi
18 October 2023
Israel
The threat of higher oil and petrol prices...

The war in Israel has added to the upside risks to oil prices and downside risks to shares in the near term…

Tagged: Financial Planner Perth, Retirement Advice, Westmount Financial, Rick Maggi, Oil Prices

Rick Maggi
16 October 2023
Bonds, Interest Rates, Westmount Financial, Wealth Accumulation

Have yields peaked?

Rick Maggi
16 October 2023
Bonds, Interest Rates, Westmount Financial, Wealth Accumulation
Have yields peaked?

Today’s Monday update from David Bassanese…

Tagged: Bond yields, Interest rates, Financial Planner Perth, Westmount Financial, Retirement planning

Rick Maggi
13 October 2023
Property, Wealth Accumulation

Where property prices have grown the fastest...

Rick Maggi
13 October 2023
Property, Wealth Accumulation
Where property prices have grown the fastest...

Australian home prices reached a new record high in September, with regions even recording double-digit growth this year…

Tagged: Financial Planners in Perth, Advice, Investing, Westmount Financial, Rick Maggi, Property prices

Rick Maggi
12 October 2023
Israel

War in Israel: what are the economic risks?

Rick Maggi
12 October 2023
Israel
War in Israel: what are the economic risks?

What are the possible market/economic implications of a war in the Middle East?

Tagged: Rick Maggi, Westmount Financial, Westmount, Risks, War, Investment Advice

Rick Maggi
11 October 2023
Westmount Financial, Wealth Accumulation, Vanguard, Stocks

The hunt for red Octobers...

Rick Maggi
11 October 2023
Westmount Financial, Wealth Accumulation, Vanguard, Stocks
The hunt for red Octobers...

Share markets remain jittery. Should investors be worried about the October effect?

Tagged: The October effect, shares, Financial advisors, planners, Perth

Rick Maggi
10 October 2023
Bonds, Shares, Israel

1987 vs now - rising bond yields and the risks for shares...

Rick Maggi
10 October 2023
Bonds, Shares, Israel
1987 vs now - rising bond yields and the risks for shares...

AMP’s Dr Shane Oliver reviews the current state of play between bond yields and shares (and now the war in Israel)…

Tagged: Financial Planner Perth, Westmount Financial, Rick Maggi

Rick Maggi
9 October 2023
Bonds, Israel

Oil concerns return...

Rick Maggi
9 October 2023
Bonds, Israel
Oil concerns return...

Monday update from Betashares Economist David Bassanese…

Tagged: Israel, Financial Advice Perth, Westmount Financial, Bond yields, oil prices

Rick Maggi
6 October 2023
Financial Advice, Financial Planning, Investing, Investment Fees

Adviser value worth 5.9pc in 2023: Report

Rick Maggi
6 October 2023
Financial Advice, Financial Planning, Investing, Investment Fees
Adviser value worth 5.9pc in 2023: Report

Further proof that Australians with a financial advisor are better off than those attempting go it alone…

Tagged: Financial Planner Perth, Financial Advice, Rick MAggi, Westmount Financial

Rick Maggi
4 October 2023
Children Savings, Children's Finance

Teaching children about the value of money...

Rick Maggi
4 October 2023
Children Savings, Children's Finance
Teaching children about the value of money...

Transferring money to children can be one of the most valuable financial steps parents can take…

Tagged: Teaching children the value of money, Financial Planner perth, Financial Advisers in Perth, investment advice

Rick Maggi
3 October 2023
Interest Rates

Rates remain on hold...

Rick Maggi
3 October 2023
Interest Rates
Rates remain on hold...

The new RBA chair, Michelle Bullock, reports her first rate decision…

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

Rick Maggi
2 October 2023
Superannuation, SMSF

Govt releases $3m super tax reform draft legislation...

Rick Maggi
2 October 2023
Superannuation, SMSF
Govt releases $3m super tax reform draft legislation...

The 30% super tax on $3m + balances slowly moves forward…

Tagged: Super tax reform, $3 million, Financial Planner Perth, Westmount Financial, Rick Maggi

Rick Maggi
29 September 2023
Children Savings, Vanguard, Westmount Financial

How to budget using the envelope method...

Rick Maggi
29 September 2023
Children Savings, Vanguard, Westmount Financial
How to budget using the envelope method...

5 simple steps…

Tagged: Financial Planning Perth, Financial Advice WA, Westmount Financial, Rick Maggi

Rick Maggi
28 September 2023
Superannuation, Retirement

The benefits and risks of collectable super assets...

Rick Maggi
28 September 2023
Superannuation, Retirement
The benefits and risks of collectable super assets...

While owning collectible and personal use assets an SMSF may sound appealing, there’s a big catch…

Tagged: SMSF, Collectibles, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
28 September 2023
Market/Economic Update

How do valuations look now?

Rick Maggi
28 September 2023
Market/Economic Update
How do valuations look now?

Why what you pay for an investment is a key driver of its return…and how do valuations look now?

Tagged: financial planner perth, financial adviser perth, best financial planners in perth, investment advice, retirement advice, Westmount Financial, Rick Maggi

Rick Maggi
27 September 2023
Economics, Financial Advice, Market/Economic Update

Global economic forecasts (Sept 2023)...

Rick Maggi
27 September 2023
Economics, Financial Advice, Market/Economic Update
Global economic forecasts (Sept 2023)...

A region-by-region economic outlook and latest forecasts…

Tagged: Financial Planner Perth, Financial Advisor, 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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