Rick Maggi

17 May 2022

Superannuation, Retirement

3 Things Your Should Know About Super...

Rick Maggi

17 May 2022

Superannuation, Retirement

3 Things Your Should Know About Super...

Superannuation is a percentage of your income put aside by your employer over your working life to help fund your retirement. Here are three important things to consider when it comes to super…

Rick Maggi

10 May 2022

Wealth Accumulation, Vanguard, Superannuation, Retirement, Investment Fees

Behind the Reserve Bank's interest rate hike...

Rick Maggi

10 May 2022

Wealth Accumulation, Vanguard, Superannuation, Retirement, Investment Fees

Behind the Reserve Bank's interest rate hike...

Last week, the Reserve Bank of Australia increased the official interest rate for the first time in more than a decade. Here's why…

Rick Maggi

20 April 2022

Investing, Wealth Accumulation, Superannuation, Retirement

Weighing up value and growth...

Rick Maggi

20 April 2022

Investing, Wealth Accumulation, Superannuation, Retirement

What's the difference between value and growth investing, and how can you incorporate these investment factors into your portfolio?

Rick Maggi

1 April 2022

Investing, Retirement, SMSF, Superannuation, Strategy, Westmount Financial, Wealth Accumulation

Where SMSFs are investing...

Rick Maggi

1 April 2022

Investing, Retirement, SMSF, Superannuation, Strategy, Westmount Financial, Wealth Accumulation

Recently released ATO data shows some SMSFs have too much of their money invested into just a few asset classes and are not as diversified as they could be. Here's why having broad market exposure is important in retirement…

Rick Maggi

15 March 2022

Westmount Financial, Superannuation, Retirement

Retirement expenses to consider...

Rick Maggi

15 March 2022

Westmount Financial, Superannuation, Retirement

Retirement will look different for everyone, but the only way to ensure a pathway towards living a retired lifestyle of your choosing is to plan ahead…

Rick Maggi

11 March 2022

Investing, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement

Ukraine - related economic effects

Rick Maggi

11 March 2022

Investing, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement

Our scenarios-based approach to economic forecasting amid war in Ukraine provides potential outcomes for growth and inflation…

Rick Maggi

9 March 2022

Ukraine, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement, Investing, Inflation

The threat of higher petrol prices...

Rick Maggi

9 March 2022

Ukraine, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement, Investing, Inflation

World oil prices have spiked to their highest levels since 2008, rising more than 30% since the war in Ukraine started…

Rick Maggi

2 March 2022

Wealth Accumulation, Retirement, Superannuation

Staying passive is being active...

Rick Maggi

2 March 2022

Wealth Accumulation, Retirement, Superannuation

Heightened global markets volatility – as we’re experiencing right now – can easily trigger kneejerk reactions by panicked investors…

Rick Maggi

24 February 2022

Westmount Financial, Wealth Accumulation, Superannuation, Russia/Ukraine, Retirement

The patient investor and the turbulent markets...

Rick Maggi

24 February 2022

Westmount Financial, Wealth Accumulation, Superannuation, Russia/Ukraine, Retirement

The patient investor and the turbulent markets...

Markets have come under pressure amid perceived new risks. Now is a time to maintain your fortitude and remain focused on your long-term goals..

Rick Maggi

11 February 2022

Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Downsizing

Super Bill passes: implications...

Rick Maggi

11 February 2022

Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Downsizing

Opportunities have been created, particularly for older clients, as a result of the passing of 2021 Federal Budget super proposals…

Rick Maggi

3 February 2022

Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement

Volatile markets underscore the importance of discipline...

Rick Maggi

3 February 2022

Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement

Volatile markets underscore the importance of discipline...

Heightened volatility and market losses early in 2022 emphasize the value for investors of a long- term focus. Vanguard’s take…

Rick Maggi

27 January 2022

Investing, Westmount Financial, Wealth Accumulation, Superannuation, Retirement

Correction territory...

Rick Maggi

27 January 2022

Investing, Westmount Financial, Wealth Accumulation, Superannuation, Retirement

As expected, share market volatility has continued on the back of inflation concerns, rising interest rates, and the Russia/Ukraine situation…

Rick Maggi

16 December 2021

Superannuation, Retirement

Get retirement ready, no matter your age...

Rick Maggi

16 December 2021

Superannuation, Retirement

Get retirement ready, no matter your age...

Whether you’ve just started out in the workforce, or you’re getting ready to call it a day, it’s always a good time to start planning for life after work…

Rick Maggi

18 November 2021

Retirement

Rising life expectancies and retirement...

Rick Maggi

18 November 2021

Retirement

Average life expectancies in Australia are now at a record high, and while that's a positive, longevity can also come with potential financial risks such as outliving your retirement savings. So what can you do to ensure you have the best chance of experiencing a financially secure retirement?