Westmount Financial, Superannuation, Investing, Investment planning
Rick Maggi
Strong returns, but sustainable?

With the 2024/25 financial year now in the rearview mirror, its safe to say that despite extreme volatility, the year was another winner for investors. But can this continue?

Strong returns, but sustainable?

Investing

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What can a CFP do for me?

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What can a CFP do for me?

Whatever your life stage, making the right decisions about your financial situation has never been more important. Knowing who to turn to for financial advice is essential. A CERTIFIED FINANCIAL PLANNER® professional is internationally recognised for having the highest education and ethical standards in financial planning. So when you want trusted, credible financial advice, look for a CFP® professional…

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Emergency interest rate cut (and much more)...

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Emergency interest rate cut (and much more)...

Today, the Reserve Bank of Australia unveiled a stimulus package of measures to “support jobs, incomes and businesses through this difficult period and they will also assist the Australian economy in the recovery.” Read on…

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World Cup of Investing...

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World Cup of Investing...

It’s been a banner year for New Zealand sport, with a world championship win in women’s netball, the narrowest of world cup losses in men’s cricket and an upcoming attempt by the All Blacks to win an historic third consecutive rugby world cup…

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2018-19: A rough ride, but ok in the end...

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2018-19: A rough ride, but ok in the end...

The past financial year saw a roller coaster ride for investors. Share markets plunged into Christmas only to rebound over the last six months. This note reviews the last financial year and takes a look at the investment outlook for 2019-20…

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Uncommonly average...

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Uncommonly average...

Ask a farmer about average rainfall figures and he’s likely to look at you sceptically. Knowing how actual rainfall varies from year to year, farmers will carefully manage their crops and irrigation. It’s a lesson many investors could learn as well…

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And it's on!

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And it's on!

Some might be forgiven for thinking the wheels have fallen off Australian politics over the past decade with the same number of PM changes as Italy, a fractured Senate and “minority government” at times making sensible visionary long-term policy making hard…

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What does a swing to the left mean for investors?

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What does a swing to the left mean for investors?

When I was in my early 20s I thought socialism might be the way to go. Two things happened. One I studied economics which led me to the conclusion that socialism/heavy state intervention doesn’t lead to the best outcome in terms of living standards for most…

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Share markets take-off

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Share markets take-off

Throw away your year-end investment statement and take another look. Since January 1st, local and global sharemarkets have been on a 'tear', defying last year's doomsayers, and rebounding by about 11% (for now)…

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What happened??

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What happened??

Local share markets are now at a 22-month low. So what just happened and where are we headed?

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Your No 1 Financial Focus, Decade By Decade...

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Your No 1 Financial Focus, Decade By Decade...

Everyone has a different life journey they’re on. But getting on top of key financial goals as you follow your own path could see you enjoying a more comfortable lifestyle and being ready for the next chapter to begin. Read our guide to getting all your money matters sorted out, one decade at a time…