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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
3 June 2020
Legal, Estate

What is a Power of Attorney (Video)?

Rick Maggi
3 June 2020
Legal, Estate
What is a Power of Attorney (Video)?

A quick informative video…

Tagged: What is a power of attorney?

Rick Maggi
3 June 2020
Superannuation, Strategy, Retirement

Investing for retirement...

Rick Maggi
3 June 2020
Superannuation, Strategy, Retirement
Investing for retirement...

When it comes to investing for retirement, what are your options? Whether you’re retired or still working, our complete guide to retirement investments will help you with making the right choices for your future in retirement…

Tagged: Investing for retirement

Rick Maggi
2 June 2020
Event Driven Update, Interest Rates

Interest rates stay on hold...

Rick Maggi
2 June 2020
Event Driven Update, Interest Rates
Interest rates stay on hold...

Following two rate cuts in March, the RBA has kept rates at 0.25 of a percentage point for the third consecutive month, as it continues to support the economy weighed down by the coronavirus crisis…

Tagged: Interest rates, Westmount Financial; Rick Maggi; Perth Financial Adviser Planner

Rick Maggi
2 June 2020
Property, Real Estate

House prices begin to fall...

Rick Maggi
2 June 2020
Property, Real Estate
House prices begin to fall...

AMP’s Dr Shane Oliver reports on the current state of the housing market…

Tagged: Australian property prices, Westmount Financial Advisor Perth

Rick Maggi
1 June 2020

Free Core Logic Report

Rick Maggi
1 June 2020
Free Core Logic Report

According to the CoreLogic Home Value Index results for May, Australian dwelling values posted their first month-on-month decline since June last year…

Rick Maggi
28 May 2020
Superannuation, Retirement

EOFY: 4 Strategies to Maximise Your Super

Rick Maggi
28 May 2020
Superannuation, Retirement
EOFY: 4 Strategies to Maximise Your Super

As the end of the financial year is already upon us, its a good time to step away from Coronavirus, Trump etc to refocus on the basics again. Here are four strategies to maximise your superannuation position…

Tagged: maximising super, eofy, westmount financial planner perth advice

Rick Maggi
27 May 2020
Retirement, SMSF, Superannuation, Financial Advice, Financial Planning, Goal Setting

A guide to retiring in Australia...

Rick Maggi
27 May 2020
Retirement, SMSF, Superannuation, Financial Advice, Financial Planning, Goal Setting
A guide to retiring in Australia...

The facts and figures of retirement in Australia…

Tagged: Retirement Guide, Financial Planner Perth, Westmount, Rick Maggi

Rick Maggi
26 May 2020
Event Driven Update, Shares

Sharemarket: Back-to-back gains (Video)

Rick Maggi
26 May 2020
Event Driven Update, Shares
Sharemarket: Back-to-back gains (Video)

After achieving our best day in six-weeks today, after back-to-back gains, the ASX is now up 5%, and we’re now in our fifth consecutive week of gains locally, and our best position in 11 weeks…

Tagged: Sharemarkets up sharply, Westmount Financial Planner Perth, Rick Maggi

Rick Maggi
25 May 2020
Coronavirus, Covid-19, Economics

10 implications from the coronavirus shock...

Rick Maggi
25 May 2020
Coronavirus, Covid-19, Economics
10 implications from the coronavirus shock...

Dr Shane Oliver looks at the potential medium-long term implications of the coronavirus shock (an excellent, easy to read summary)…

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

Rick Maggi
24 May 2020

Living in Limbo: UNICEF survey

Rick Maggi
24 May 2020
Living in Limbo: UNICEF survey

UNICEF Australia asked over 1,000 young people aged 13 to 17 years how the coronavirus pandemic has impacted them…

Rick Maggi
23 May 2020
Financial Planning, Financial Advice

Create a solid financial plan to weather any storm...

Rick Maggi
23 May 2020
Financial Planning, Financial Advice
Create a solid financial plan to weather any storm...

Get help creating a future-proof, multi-purpose strategy to achieve your goals…

Tagged: Creating a solid financial plan, Westmount Financial, Planner Perth

Rick Maggi
22 May 2020

End of Week Update (Video)

Rick Maggi
22 May 2020
End of Week Update (Video)

Watch CommSec’s end of week update…

Rick Maggi
21 May 2020
Retirement

Retirement: Time to throw out the rule book?

Rick Maggi
21 May 2020
Retirement
Retirement: Time to throw out the rule book?

A ‘mix and match’ approach to advice is replacing one-dimensional thinking around retirement income…

Tagged: Retirement; Pensions; Superannuation; Westmount Financial; Rick Maggi; Financial Planner; Perth; Advisor, Financial Planner Perth, Westmount

Rick Maggi
20 May 2020
Coronavirus, Federal Budget, Finance, Financial Planning, Covid-19

Coronavirus: Can we afford the public debt?

Rick Maggi
20 May 2020
Coronavirus, Federal Budget, Finance, Financial Planning, Covid-19
Coronavirus: Can we afford the public debt?

Covid-19: Bridging the financial gap between where we are today and where we need to be in the future is an expensive project. Can we actually afford all of this?

Tagged: Can we afford the public debt, budget deficit, Financial Planners Advisers, Westmount, Rick Maggi

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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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