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

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
Best-financal-advisor-in-perth-westmount-financial-rick-maggi.jpg

News Updates

As it Happens

Rick Maggi
14 July 2023
Investing, Superannuation, Retirement, Wealth Accumulation

Returns rebound in 2022-23...

Rick Maggi
14 July 2023
Investing, Superannuation, Retirement, Wealth Accumulation
Returns rebound in 2022-23...

Investment markets rebounded in 2022-23. But it’s important to understand that asset class returns vary from year to year…

Tagged: Rick Maggi, Westmount Financial, Financial Planner Perth, Financial Advice Perth, Investment Returns

Rick Maggi
11 July 2023
budgeting, Educational, Economics, Finance, Financial Advice, Financial Planning

15 common sense tips to help manage your finances...

Rick Maggi
11 July 2023
budgeting, Educational, Economics, Finance, Financial Advice, Financial Planning
15 common sense tips to help manage your finances...

Some common-sense tips from AMP’s Dr Shane Oliver…

Tagged: Personal Finances, Budgeting, Financial Planning, Advice, Rick Maggi, Westmount Financial

Rick Maggi
7 July 2023
Investing, Vanguard

Tactical vs strategic asset allocation...

Rick Maggi
7 July 2023
Investing, Vanguard
Tactical vs strategic asset allocation...

Vanguard tackles the two approaches to asset allocation (technical)…

Tagged: Financial Planning Perth, Financial Advice Perth, Westmount Financial, Rick Maggi

Rick Maggi
4 July 2023
Interest Rates

RBA holds steady...

Rick Maggi
4 July 2023
Interest Rates
RBA holds steady...

The Reserve Bank of Australia (RBA) has halted its monetary policy tightening cycle for the second time in 15 months, leaving the cash rate on hold at 4.1 per cent.

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

Rick Maggi
30 June 2023
Shares vs Property, ETFs

Property vs shares...

Rick Maggi
30 June 2023
Shares vs Property, ETFs
Property vs shares...

BetaShares revisits the age old debate of Property vs Shares…

Tagged: Shares vs property, Westmount Financial, Rick Maggi

Rick Maggi
30 June 2023
Retirement, Reverse Mortgage, Home Equity, Home Equity Access

Retirement: More Australians are unlocking home equity...

Rick Maggi
30 June 2023
Retirement, Reverse Mortgage, Home Equity, Home Equity Access
Retirement: More Australians are unlocking home equity...

A growing number of Australians are downsizing their home to fund retirement…

Tagged: Westmount Financial, Rick Maggi, Financial Advice, Retirement Advice

Rick Maggi
28 June 2023
Inflation

Still beating back inflation...

Rick Maggi
28 June 2023
Inflation
Still beating back inflation...

(Video) As Joe Davis, Vanguard’s global chief economist, discusses in this video, he foresees continued progress in the fight against inflation, with central banks having to keep interest rates in restrictive territory for longer. But there is a silver lining…

Tagged: Rick Maggi, Westmount Financial, Inflation Outlook, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
27 June 2023

Australian recession: Why the worry?

Rick Maggi
27 June 2023
Australian recession: Why the worry?

What’s the risk of recession, and what would it mean to investors?

Rick Maggi
26 June 2023
Economics, Market/Economic Update

Market review and outlook...

Rick Maggi
26 June 2023
Economics, Market/Economic Update
Market review and outlook...

A good summary/outlook from BetaShares Chief Economist, David Bassanese…

Tagged: Rick Maggi, Westmount Financial, Financial Planner

Rick Maggi
14 June 2023

How to future proof your equities portfolio...

Rick Maggi
14 June 2023
How to future proof your equities portfolio...

Today’s hottest companies may go off the boil down the track, so how can you protect yourself?

Tagged: Rick Maggi, Westmount Financial, Protecting your porfolio

Rick Maggi
14 June 2023

5 questions to ask when building a portfolio...

Rick Maggi
14 June 2023
5 questions to ask when building a portfolio...

A simple to understand explanatory video from Betashares…

Rick Maggi
14 June 2023
Investing, Wealth Accumulation

4 emotions that can affect your investment decisions...

Rick Maggi
14 June 2023
Investing, Wealth Accumulation
4 emotions that can affect your investment decisions...

Have you ever become emotional about money? Even the most rational investors sometimes experience feelings of anxiety or euphoria when their money is involved. Why? Because we are human…

Tagged: Rick Maggi, Westmount Financial, Investment decisions

Rick Maggi
13 June 2023
ETFs, Managed Funds, Superannuation, SMSF

Super: ETFs and Managed Funds in demand...

Rick Maggi
13 June 2023
ETFs, Managed Funds, Superannuation, SMSF
Super: ETFs and Managed Funds in demand...

Why are super funds using more managed funds and ETFs lately?

Tagged: Super, ETF, Managed Funds, Westmount, Rick Maggi, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
8 June 2023
Goal Setting, Financial Planning, Westmount Financial, Wealth Accumulation

New year, new you...

Rick Maggi
8 June 2023
Goal Setting, Financial Planning, Westmount Financial, Wealth Accumulation
New year, new you...

A new financial year can bring a chance to reset and focus on the goals that matter most. Here are some suggestions framed in the context of common new year's resolutions…

Tagged: Financial Planner Perth

Newer Posts
Older Posts
Back to Top
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


 
WLogo-3-Small.png