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Financial Advisors & Planners Perth I Westmount Financial I Rick Maggi

How We Help
Financial & Retirement Advice
The Benefits of Financial Advice
Retirement Planning
Superannuation
GESB Super
Wills & Estate Planning
Ethical/Sustainable Investing
FAQ
Insights
News Updates
About
About Us
What to Expect
Advice Process
Investment Philosophy
Privacy Policy
Financial Services Guide/Links
Testimonials
Contact
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News Updates

As it Happens

Rick Maggi
20 February 2020
Educational, Economics, Investing

Advice to the next generation...

Rick Maggi
20 February 2020
Educational, Economics, Investing
Advice to the next generation...

Following his recent triumph at the 2020 Australian Open, world number one Novak Djokovic was asked if he had any advice for the next generation of tennis players…

Tagged: investing, younger generation, advice

Rick Maggi
13 February 2020
Economics, Educational

Turning down the noise...

Rick Maggi
13 February 2020
Economics, Educational
Turning down the noise...

From bushfires to coronavirus - five ways to turn down the noise around investing…

Tagged: coronavirus, Westmount Financial; Rick Maggi; Perth Financial Adviser Planner

Rick Maggi
11 February 2020
Financial Planning, Financial Advice, Finance

Common mistakes with finances...

Rick Maggi
11 February 2020
Financial Planning, Financial Advice, Finance
Common mistakes with finances...

It can be a challenge at times to navigate your finances, especially if it’s something that you are new to or only just figuring out, and unfortunately making mistakes can be a part of the experience…

Tagged: Common mistakes, finances

Rick Maggi
5 February 2020
Event Driven Update, Financial Planning

FPA: Bushfire Probono Advice...

Rick Maggi
5 February 2020
Event Driven Update, Financial Planning
FPA: Bushfire Probono Advice...

To help those impacted by the recent bushfire disasters rebuild financially, the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) are partnering to provide a pro bono program to offer support and financial advice…

Tagged: Bushfire probono advice

Rick Maggi
5 February 2020
Financial Planning, Financial Advice, Investing, Property, Real Estate

Macquarie Property Insights Report 2020

Rick Maggi
5 February 2020
Financial Planning, Financial Advice, Investing, Property, Real Estate
Macquarie Property Insights Report 2020

Macquarie’s Property Insights Report for 2020 is now available…

Tagged: Property Report 2020, Macquarie, Westmount Financial, Rick Maggi, Planners, Best

Rick Maggi
5 February 2020
Economics, Educational, Event Driven Update, Coronavirus

Coronavirus outbreak: economic implications...

Rick Maggi
5 February 2020
Economics, Educational, Event Driven Update, Coronavirus
Coronavirus outbreak: economic implications...

What could the economic consequences of the coronavirus be? Some perspective…

Tagged: coronavirus, economic implications, financial planner, Westmount Financial; Rick Maggi; Perth Financial Adviser Planner

Rick Maggi
4 February 2020
Event Driven Update, Interest Rates

Interest rates on hold (for now)...

Rick Maggi
4 February 2020
Event Driven Update, Interest Rates
Interest rates on hold (for now)...

The Reserve Bank of Australia has announced its first rate decision for the year 2020, announcing that it has held the official cash rate at 0.75 per cent…

Tagged: Interest rates, Financial Planning Perth

Rick Maggi
16 January 2020
Educational, Economics, Investing

2020: Investment Outlook (Macquarie)

Rick Maggi
16 January 2020
Educational, Economics, Investing
2020: Investment Outlook (Macquarie)

A comprehensive report from Macquarie Bank. Shares, bonds, interest rates, house prices - no stone unturned…

Tagged: 2020 investment outlook, Westmount Financial; Rick Maggi; Perth Financial Adviser Planner, Macquarie

Rick Maggi
10 January 2020
Financial Planning, Financial Advice, Educational, Economics, Pensions, Retirement, Superannuation

2020: Investment Outlook (AMP)

Rick Maggi
10 January 2020
Financial Planning, Financial Advice, Educational, Economics, Pensions, Retirement, Superannuation
2020: Investment Outlook (AMP)

AMP’s Dr Shane Oliver breaks it all down with a list of lists for the macro investment outlook.

Tagged: Investment Outlook, Rick Maggi, Westmount Financial Planning

Rick Maggi
31 December 2019
Educational

My wish for 2020...

Rick Maggi
31 December 2019
Educational
My wish for 2020...

Wishing you health, happiness and calm…

Tagged: Rick Maggi, Westmount, Financial

Rick Maggi
20 December 2019
Budgeting, Lifestyle, Retirement

Christmas at home or away?

Rick Maggi
20 December 2019
Budgeting, Lifestyle, Retirement
Christmas at home or away?

Could it be better for your finances, and family, to hit the road or head to distant shores for Christmas?

Tagged: Christmas finances, Financial Planner Perth, Westmount, Rick Maggi

Rick Maggi
18 December 2019
Economics, Financial Advice, Investing, Market/Economic Update, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation

Vanguard economic outlook for 2020.

Rick Maggi
18 December 2019
Economics, Financial Advice, Investing, Market/Economic Update, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation
Vanguard economic outlook for 2020.

Read Vanguard’s economic outlook for 2020 and beyond…

Tagged: Economic 2020, Vanguard, Financial Planner Perth, Rick Maggi

Rick Maggi
17 December 2019
Budgeting, Financial Advice, Financial Planning

How to save money in 2020...

Rick Maggi
17 December 2019
Budgeting, Financial Advice, Financial Planning
How to save money in 2020...

When you hear the term ‘savings’ you probably think of the extra money you have in a bank account. But there’s so much more to savings than simply depositing more money into your accounts than you take out…

Tagged: Saving, budgeting, westmount financial

Rick Maggi
15 December 2019
Budgeting

Changing money habits for good...

Rick Maggi
15 December 2019
Budgeting
Changing money habits for good...

Is sticking to a budget the money magic wand that can sort out your finances, once and for all? Discover what budgeting can and can’t do for you and how to turn new budget habits into positive lifestyle changes…

Tagged: budgeting, money habits, changing.financial planner perth

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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 Securities Pty Ltd | ABN 42090595289 | AFSL 225715


 
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