Rick Maggi

27 August 2021

Retirement, Superannuation

Retirement can be a risky business...

Rick Maggi

27 August 2021

Retirement, Superannuation

Retirees face a variety of risks in retirement including market risk, inflation risk and longevity risk. Here are some strategies to help mitigate them so you can achieve financial peace of mind…

Rick Maggi

26 August 2021

ESG, Ethical Investing, Financial Planning, Wealth Accumulation, Westmount Financial, Superannuation

How to invest ethically...

Rick Maggi

26 August 2021

ESG, Ethical Investing, Financial Planning, Wealth Accumulation, Westmount Financial, Superannuation

Demand for ethical investing continues to grow, as more people seek to align their investments with their values. So what are your options if you want to invest ‘ethically’ in Australia?

Rick Maggi

24 August 2021

ETFs, Wealth Accumulation, Superannuation

ETFs: Back to basics

Rick Maggi

24 August 2021

ETFs, Wealth Accumulation, Superannuation

The Australian exchange-traded fund (ETF) industry turns 20 this month, and what an eventful two decades it has had…

Rick Maggi

23 August 2021

LGBTI, Couples, Westmount Financial, Wealth Accumulation, Superannuation, Taxation, Estate

Financial rights for LGBTI couples...

Rick Maggi

23 August 2021

LGBTI, Couples, Westmount Financial, Wealth Accumulation, Superannuation, Taxation, Estate

What do same sex couples need to know when it comes to planning their financial lives together?

Rick Maggi

13 August 2021

Wealth Accumulation, Superannuation, Strategy, Retirement, Investing

Staying 'active' in retirement...

Rick Maggi

13 August 2021

Wealth Accumulation, Superannuation, Strategy, Retirement, Investing

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…

Rick Maggi

11 August 2021

Westmount Financial, Wealth Accumulation, Vanguard, Superannuation

Patience pays off for long-term investors...

Rick Maggi

11 August 2021

Westmount Financial, Wealth Accumulation, Vanguard, Superannuation

Patience pays off for long-term investors...

Investors who stay the course, rather than trying to time when to buy and sell, tend to be more successful in the long run. This chart tells the story…

Rick Maggi

1 August 2021

Westmount Financial, Wealth Accumulation, Superannuation, Retirement

4 steps to plan for a better retirement...

Rick Maggi

1 August 2021

Westmount Financial, Wealth Accumulation, Superannuation, Retirement

4 steps to plan for a better retirement...

Here is a practical approach to creating a retirement plan that will help enable financial peace of mind (2 min read)…

Rick Maggi

20 July 2021

Shares, Westmount Financial, Wealth Accumulation, Superannuation, International shares

An introduction to international shares...

Rick Maggi

20 July 2021

Shares, Westmount Financial, Wealth Accumulation, Superannuation, International shares

An introduction to international shares...

Investing internationally may increase your diversification and provide access to industries and companies not available in Australia…

Rick Maggi

16 July 2021

Investing, Market Risk, Market/Economic Update, Retirement, Superannuation

Turning down the noise...

Rick Maggi

16 July 2021

Investing, Market Risk, Market/Economic Update, Retirement, Superannuation

It sometimes seems that the worry list for investors has become more threatening and more confusing than ever. Learn how to worry less…

Rick Maggi

14 July 2021

Bonds, Superannuation, Wealth Accumulation

Bonds 101...

Rick Maggi

14 July 2021

Bonds, Superannuation, Wealth Accumulation

There's been much commentary lately about bonds, but let's first start with the basics: what is a bond? And what is their role in a diversified portfolio?

Rick Maggi

13 July 2021

Wealth Accumulation, Vanguard, Superannuation, Retirement, Investing

Investors on the front foot...

Rick Maggi

13 July 2021

Wealth Accumulation, Vanguard, Superannuation, Retirement, Investing

Share market investors around the world enjoyed strong returns over the first half of 2021 as economic activity rebounded and corporate earnings continued to strengthen…

Rick Maggi

30 June 2021

Educational, Financial Planning, Investing, Market Risk, Pensions, Retirement, SMSF, Strategy, Superannuation, Vanguard, Wealth Accumulation, Westmount Financial

What's your risk profile?

Rick Maggi

30 June 2021

Educational, Financial Planning, Investing, Market Risk, Pensions, Retirement, SMSF, Strategy, Superannuation, Vanguard, Wealth Accumulation, Westmount Financial

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

Rick Maggi

23 June 2021

Interest Rates, Inflation, Westmount Financial, Wealth Accumulation, Superannuation, Retirement

Interest rates on the move? Don't be too concerned...

Rick Maggi

23 June 2021

Interest Rates, Inflation, Westmount Financial, Wealth Accumulation, Superannuation, Retirement

Interest rates on the move? Don't be too concerned...

Interest rates around the world are poised to move higher. Should you be concerned?

Rick Maggi

22 June 2021

Investing, Superannuation

6 investment things to consider before 30 June...

Rick Maggi

22 June 2021

Investing, Superannuation

6 investment things to consider before 30 June...

With only a short time left before the end of the financial year, it's potentially worth assessing your investments both outside and inside of superannuation.