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
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About Us
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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
17 May 2023
2023

Commercial property returns under threat...

Rick Maggi
17 May 2023
2023
Commercial property returns under threat...

Is it time to reconsider commercial property? Is it still worth the risk?

Tagged: Commercial property, Rick MAggi, Westmount Financial, Financial Planners in Perth

Rick Maggi
10 May 2023
2023/24 Federal Budget

Federal Budget: Summary and implications...

Rick Maggi
10 May 2023
2023/24 Federal Budget
Federal Budget: Summary and implications...

A summary of last night’s Federal Budget, and potential economic implications…

Tagged: Federal Budget Update, Westmount Financial, Rick Maggi

Rick Maggi
9 May 2023
Retirement

The keys to retirement confidence...

Rick Maggi
9 May 2023
Retirement
The keys to retirement confidence...

Are you retirement ready?

Tagged: Retirement Planning and advice, Rick Maggi, Westmount Financial

Rick Maggi
8 May 2023
Superannuation, Retirement

The strong link between advice and retirement confidence...

Rick Maggi
8 May 2023
Superannuation, Retirement
The strong link between advice and retirement confidence...

Seeking professional advice could lead to greater confidence in being financially prepared for retirement…

Tagged: Retirement advice, Westmount Financial, Rick Maggi, Financial Planning Perth

Rick Maggi
7 May 2023
Westmount Financial, Superannuation, Retirement

Do career breaks come with a retirement price tag?

Rick Maggi
7 May 2023
Westmount Financial, Superannuation, Retirement
Do career breaks come with a retirement price tag?

More working-age Australians intend to take a career break at some point. We've calculated the potential impact of doing so on retirement superannuation balances…

Tagged: Retirement and superannuation, Westmount Financial, Rick Maggi

Rick Maggi
3 May 2023
Debt, Interest Rates

Rise in defaults heralds a new wave of zombie companies...

Rick Maggi
3 May 2023
Debt, Interest Rates
Rise in defaults heralds a new wave of zombie companies...

Not all companies are the same - the importance of diversification in a time if rising defaults…

Tagged: Zombie companies, Westmount Financial; Rick Maggi; Perth Financial Adviser Planner

Rick Maggi
3 May 2023

Charting bear and bull markets...

Rick Maggi
3 May 2023
Charting bear and bull markets...

Bull market surges have been longer and stronger than the bear markets that preceded them…

Tagged: Bull and bear markets, Rick Maggi, Westmount Financial, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
2 May 2023
Interest Rates

Alert: Cash rate decision...

Rick Maggi
2 May 2023
Interest Rates
Alert: Cash rate decision...

After pausing last month, the RBA decided to hike rates again today - but will this be the last?

Tagged: Interest rates, Westmount Financial, Rick Maggi, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
1 May 2023
Real Estate, Property

House prices: Here we go again!

Rick Maggi
1 May 2023
Real Estate, Property
House prices: Here we go again!

House prices are on their way back again…

Tagged: House prices, Rick Maggi, Westmount Financial

Rick Maggi
30 April 2023
Educational, Westmount Financial, Wealth Accumulation, Vanguard

How much time and money do you really need to start investing?

Rick Maggi
30 April 2023
Educational, Westmount Financial, Wealth Accumulation, Vanguard
How much time and money do you really need to start investing?

You don’t need a large amount of money to begin building an investment portfolio…

Tagged: Rick Maggi; Westmount Financial, Savings, starting, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
28 April 2023
Westmount Financial, Pensions, Superannuation, Wealth Accumulation, Vanguard

Quarterly economic and market outlook...

Rick Maggi
28 April 2023
Westmount Financial, Pensions, Superannuation, Wealth Accumulation, Vanguard
Quarterly economic and market outlook...

Current views on the strength of economies, with insights from Vanguard…

Tagged: Rick Maggi, Westmount Financial, Investment outlook, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
27 April 2023
Dollar Cost Averaging, Educational, Investing, Stocks, Shares, Wealth Accumulation, Westmount Financial

How pausing contributions can add up...

Rick Maggi
27 April 2023
Dollar Cost Averaging, Educational, Investing, Stocks, Shares, Wealth Accumulation, Westmount Financial
How pausing contributions can add up...

Tempted to pause your savings investment strategy until “the dust settles” ? Think again…

Tagged: Rick Maggi, Westmount FINANCIAL, INVESTIN, wealth, financial planner perth

Rick Maggi
25 April 2023
Interest Rates, RBA

RBA review: A better outcome?

Rick Maggi
25 April 2023
Interest Rates, RBA
RBA review: A better outcome?

Is the RBA review really a positive step?

Tagged: Rick Maggi, Westmount Financial, Interest rates

Rick Maggi
19 April 2023
Westmount Financial, Wealth Accumulation, Superannuation, Shares, Inflation

Investment outlook Q&A...

Rick Maggi
19 April 2023
Westmount Financial, Wealth Accumulation, Superannuation, Shares, Inflation
Investment outlook Q&A...

Inflation, interest rates, recession, the US debt ceiling, geopolitics, house prices and other issues…

Tagged: Market outlook, Westmount Financial, Rick Maggi, Financial Planners in 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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