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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
24 March 2023
Westmount Financial, Wealth Accumulation, Vanguard

Investment & economic forecasts (as at March 2023)...

Rick Maggi
24 March 2023
Westmount Financial, Wealth Accumulation, Vanguard
Investment & economic forecasts (as at March 2023)...

Vanguard’s economic forecast as at 23 March 2023…

Tagged: Rick Maggi, Westmount Financial, Financial Planner Perth

Rick Maggi
24 March 2023
Dividends, Wealth Accumulation

What are the benefits of reinvesting your income distributions?

Rick Maggi
24 March 2023
Dividends, Wealth Accumulation
What are the benefits of reinvesting your income distributions?

Reinvesting the income distributions you receive from an ETF or managed fund can make a huge difference to your investment returns over time…

Tagged: Rick MAggi, Westmount Financial, Perth financial advice, Financial Planner Perth

Rick Maggi
23 March 2023
Vanguard, Superannuation, Strategy, Shares, Retirement

Perspectives on banking volatility (video)...

Rick Maggi
23 March 2023
Vanguard, Superannuation, Strategy, Shares, Retirement
Perspectives on banking volatility (video)...

In this short video, Joe Davis, Vanguard’s global chief economist, discusses volatility in the financial sector sparked by two recent bank failures and shares his views on inflation and central bank policy.

Tagged: Rick Maggi, Vanguard, Inflation, Banking crisis

Rick Maggi
21 March 2023
Real Estate

Have home priced bottomed? Probably not.

Rick Maggi
21 March 2023
Real Estate
Have home priced bottomed? Probably not.

Dr Shane Oliver reviews the current state of the Australian property and its recent bounce…

Tagged: House prices, financial advice, westmount, Rick Maggi

Rick Maggi
15 March 2023
Dividends, Wealth Accumulation, Retirement, SMSF

Look beyond the latest dividend returns...

Rick Maggi
15 March 2023
Dividends, Wealth Accumulation, Retirement, SMSF
Look beyond the latest dividend returns...

If you own shares in one or more listed Australian companies, you may have been keeping an eye on the latest round of corporate earnings announcements.

Tagged: Westmount Financial, Rick Maggi, Dividends

Rick Maggi
14 March 2023
Stocks

Shares hit another bout of turbulence...

Rick Maggi
14 March 2023
Stocks
Shares hit another bout of turbulence...

Shares hit another bout of turbulence - US banks, inflation, interest rates and recession risk - what it means for investors?

Tagged: share volatility, SVB, financial advice, Westmount Financial, Rick Maggi

Rick Maggi
13 March 2023

Latest investment and economic forecasts...

Rick Maggi
13 March 2023
Latest investment and economic forecasts...

A region-by-region outlook report (interesting read)…

Rick Maggi
10 March 2023
Westmount Financial, Wealth Accumulation, Superannuation

Weekly Investment Report (10 March 2023)

Rick Maggi
10 March 2023
Westmount Financial, Wealth Accumulation, Superannuation
Weekly Investment Report (10 March 2023)

Read Dr Shane Oliver’s Weekly Investment Report…

Tagged: Westmount Financial, Rick Maggi

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

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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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