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?

Retirement

, , , ,

Staying 'active' in retirement...

, , , ,
Staying 'active' in retirement...

Vanguard's 2021 Index Chart demonstrates why taking an active role in your investments and ensuring you are adequately diversified is just as important in retirement as it is before you stop working…

, , , , , , , , , , ,

What's your risk profile?

, , , , , , , , , , ,
What's your risk profile?

Your attitude to risk is one of the most important factors to consider when it comes to investing…

, , , ,

Investment stewardship: Why it matters...

, , , ,
Investment stewardship: Why it matters...

A 'passive' approach to fund management does not equate to a passive approach to investment stewardship. Read more about the ways in which index fund providers hold companies accountable for delivering long-term investment returns.

, , , , ,

Financial Advice: More than just returns...

, , , , ,
Financial Advice: More than just returns...

Much has happened in the financial services industry following the 2018 Banking and Financial Services Royal Commission – many of the recommendations strengthening consumer protection laws have been implemented and as a result, the wealth management industry as a whole looks very different to what it was pre-Royal Commission…

, , , , , , ,

How often should you check your investment returns?

, , , , , , ,
How often should you check your investment returns?

Before you started reading this article, did you already do a check-up on your investment portfolio value? If you did, and do so just about every day, you're certainly not alone.

,

Superannuation health check...

,
Superannuation health check...

Does your super deserve a clean bill of health? Managing your super might seem tricky, but it doesn’t need to be. With a few simple tweaks, you can put the basics in place to last you a lifetime. Here’s how to do a quick and easy health-check on your super.

, , , , , , ,

Active, index, or both?

, , , , , , ,
Active, index, or both?

Instead of choosing between index and active investing, consider the core-satellite approach wherein the best aspects of both strategies are combined to construct a portfolio…

, , , , , , ,

Sweet spot...

, , , , , , ,
Sweet spot...

Jason Todd, Head of Wealth Management Investment Strategy at Macquarie Group, presents an excellent summary current economic and market conditions…

, , ,

The importance of starting point valuations...

, , ,
The importance of starting point valuations...

It makes sense that the cheaper you buy an asset the higher its prospective return will be. However, this is frequently forgotten with investors often tempted to project recent returns into the future regardless of valuations…