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A Clear Path Forward
The Benefits of Financial Advice
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Superannuation
GESB Super
Wills & Estate Planning
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Financial Advisors & Planners Perth I Westmount Financial I Rick Maggi

How We Help
A Clear Path Forward
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
9 March 2023
Educational, Westmount Financial, Wealth Accumulation

So what does it mean to be 'wealthy'?

Rick Maggi
9 March 2023
Educational, Westmount Financial, Wealth Accumulation
So what does it mean to be 'wealthy'?

Bernard Salt’s new report on the meaning of wealth in 2023…

Tagged: Bernard Salt, Westmount Financial, Rick Maggi, wealth

Rick Maggi
7 March 2023
Interest Rates

RBA makes March rate call...

Rick Maggi
7 March 2023
Interest Rates
RBA makes March rate call...

The Reserve Bank of Australia (RBA) announced a 25 basis point increase on Tuesday, lifting interest rates to 3.60 per cent — their highest level since May 2012…

Tagged: interest rates, westmount financial

Rick Maggi
3 March 2023
Digital Advice, ChatGPT, Value of Advice, Westmount Financial

Why investors want human advice...

Rick Maggi
3 March 2023
Digital Advice, ChatGPT, Value of Advice, Westmount Financial
Why investors want human advice...

Most investors want human advice. So what can a financial adviser do for you?

Tagged: digital advice, ChatGPT, Financial Advice, Rick Maggi

Rick Maggi
28 February 2023
Superannuation

Super balances over $3m to be taxed at 30%...

Rick Maggi
28 February 2023
Superannuation
Super balances over $3m to be taxed at 30%...

The Treasurer has confirmed Labor will double tax rates paid by those with over $3 million in their super despite stating just days earlier that no decision had yet been reached.

Tagged: Superannuation, tax-financial-planning

Rick Maggi
27 February 2023

9 key lessons for today from the 1970s, 80s and 90s...

Rick Maggi
27 February 2023
9 key lessons for today from the 1970s, 80s and 90s...

The experience of the high inflation 1970s and its aftermath hold key lessons for today…

Rick Maggi
26 February 2023
Investing

Avoiding perfectionism when investing...

Rick Maggi
26 February 2023
Investing
Avoiding perfectionism when investing...

Is the sharemarket about to collapse again? Will property prices fall by 20% this year? Will interest rates continue to soar?

Tagged: Rick Maggi; Westmount Financial

Rick Maggi
24 February 2023
Economics, Westmount Financial, Wealth Accumulation, Vanguard

China's economic rebound lowers the odds of a global recession...

Rick Maggi
24 February 2023
Economics, Westmount Financial, Wealth Accumulation, Vanguard
China's economic rebound lowers the odds of a global recession...

China seems to be well on its way to higher growth…

Tagged: China, recession, westmount financial

Rick Maggi
23 February 2023
Economics, Pensions, Retirement, Superannuation, Westmount Financial, Wealth Accumulation, Vanguard

The economic star you need to look for...

Rick Maggi
23 February 2023
Economics, Pensions, Retirement, Superannuation, Westmount Financial, Wealth Accumulation, Vanguard
The economic star you need to look for...

An excellent article from Tony Kaye, worth a read…

Tagged: economic indicators, financial markets, advice, perth

Rick Maggi
21 February 2023
Age Pension, Superannuation

Contribute more to super or just rely on the Age Pension?

Rick Maggi
21 February 2023
Age Pension, Superannuation
Contribute more to super or just rely on the Age Pension?

Is the Age Pension so generous that you should just forget about saving for retirement altogether?

Tagged: Rick Maggi, Westmount Financial

Rick Maggi
21 February 2023

7 key charts for investors...

Rick Maggi
21 February 2023
7 key charts for investors...

Reasonably upbeat about markets, but it won’t be smooth sailing. Read on…

Rick Maggi
19 February 2023
Budgeting, Finance, Mortgage

Lifestyle affecting your borrowing power?

Rick Maggi
19 February 2023
Budgeting, Finance, Mortgage
Lifestyle affecting your borrowing power?

When you don’t have a mortgage it’s easy to splash your cash on living it up. But did you know that your spending habits can influence how much lenders are willing to loan you? Read on to find out how your lifestyle can affect your borrowing capacity…

Tagged: Obtaining finance, Financial Planner Best, Perth

Rick Maggi
16 February 2023
Superannuation, Transfer Balance Cap

Superannuation: What is the Transfer Balance Cap?

Rick Maggi
16 February 2023
Superannuation, Transfer Balance Cap
Superannuation: What is the Transfer Balance Cap?

How does the Transfer Balance Cap work, and will it be going up?

Tagged: Transfer Balance Cap, superannuation, Financial Planning Perth, Rick Maggi

Rick Maggi
15 February 2023
Real Estate, Property, Rental crisis

Why is Australia experiencing a rental crisis?

Rick Maggi
15 February 2023
Real Estate, Property, Rental crisis
Why is Australia experiencing a rental crisis?

So why exactly do we have a rental crisis?

Tagged: Rental crisis, Westmount Financial, Rick Maggi

Rick Maggi
14 February 2023
Risk, Retirement, Superannuation

Should you be more conservative with your super as you approach retirement?

Rick Maggi
14 February 2023
Risk, Retirement, Superannuation
Should you be more conservative with your super as you approach retirement?

How should you approach investment risk as you approach retirement?

Tagged: Retirement, superannuation, risk, westmount, financial planning

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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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