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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
14 August 2023
Market/Economic Update

All priced?

Rick Maggi
14 August 2023
Market/Economic Update
All priced?

An excellent weekly update from Betashares’ David Bassanese…

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

Rick Maggi
13 August 2023
Superannuation

Understanding unlisted assets in your super fund...

Rick Maggi
13 August 2023
Superannuation
Understanding unlisted assets in your super fund...

CFS raises an important issue in this article - how many unlisted assets does your super fund hold, where can you find out, and what’s the potential impact on fund performance?

Tagged: Financial Planner Perth, Westmount Financial, Financial Advisor Perth, Rick Maggi, Unlisted assets within superannuation

Rick Maggi
11 August 2023
Educational, Wealth Accumulation, Investing

Learn the basics of investing (video)...

Rick Maggi
11 August 2023
Educational, Wealth Accumulation, Investing
Learn the basics of investing (video)...

Watch Betashares’ video on the basics of investing - great for those just starting out….

Tagged: Financial Planner Perth, Advisor, Westmount Financial

Rick Maggi
10 August 2023
Recession, Wealth Accumulation, Economics, Educational

Recession or Goldilocks?

Rick Maggi
10 August 2023
Recession, Wealth Accumulation, Economics, Educational
Recession or Goldilocks?

Five reasons why we could still avoid a recession…

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

Rick Maggi
9 August 2023
Indexes

The real value of time....

Rick Maggi
9 August 2023
Indexes
The real value of time....

Why the best chance of investment success is all about time, not timing…

Tagged: Westmount Financial, Financial Planner Perth, Rick Maggi

Rick Maggi
8 August 2023
AI, Financial Advice

Is AI an alternative to personal financial advice?

Rick Maggi
8 August 2023
AI, Financial Advice
Is AI an alternative to personal financial advice?

Can AI replace a financial advisor?

Tagged: Financial Planner Perth, Westmount Financial

Rick Maggi
8 August 2023
Retirement

The retirement index you need to track...

Rick Maggi
8 August 2023
Retirement
The retirement index you need to track...

The long-term returns of asset classes are a reference point for future retirees.

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

Rick Maggi
7 August 2023
Market/Economic Update

US Debt downgrade...

Rick Maggi
7 August 2023
Market/Economic Update
US Debt downgrade...

Top events of the past week, and what to watch this week…

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount Financial, Rick Maggi, Shares, Debt downgrade

Rick Maggi
6 August 2023
Shares

From $1,000 to $775,000...

Rick Maggi
6 August 2023
Shares
From $1,000 to $775,000...

A simple ongoing investment strategy can deliver substantial returns over the long term…

Tagged: Westmount Financial, Financial Planner Perth, Rick Maggi, Growth, Shares

Rick Maggi
4 August 2023
Property, Real Estate, Inflation

Is there a correlation between rising inflation and property prices?

Rick Maggi
4 August 2023
Property, Real Estate, Inflation
Is there a correlation between rising inflation and property prices?

Is there a connection between inflation and property prices?

Tagged: Rick Maggi, Inflation and property, Financial Planner Perth, Westmount Financial, Investment advice

Rick Maggi
3 August 2023
Shares, IPOs

The risks in share market listings...

Rick Maggi
3 August 2023
Shares, IPOs
The risks in share market listings...

Sharemarket listings are on the up and up - but watch out for the potential rips…

Tagged: Westmount Financial, Rick Maggi, Financial Planner Perth, Financial Advice, Share market IPO

Rick Maggi
2 August 2023

East or West? Australia's best place to invest...

Rick Maggi
2 August 2023
East or West? Australia's best place to invest...

Sydney and Melbourne have a strong history of capital growth, yet Perth and SE Queensland are less expensive. So who offers the best potential going forward from here?

Rick Maggi
1 August 2023
Interest Rates

August rate call...

Rick Maggi
1 August 2023
Interest Rates
August rate call...

The central bank has outlined its latest monetary policy decision on the back of Philip Lowe's penultimate board meeting as governor on Tuesday…

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

Rick Maggi
31 July 2023
Financial Advice, Inflation, Mining stocks

Is there a connection between mining stocks and inflation?

Rick Maggi
31 July 2023
Financial Advice, Inflation, Mining stocks
Is there a connection between mining stocks and inflation?

Inflation and mining stocks - is there a connection?

Tagged: Rick Maggi, Westmount Financial, Financial Planner Perth, Advice, Inflation, Mining stocks

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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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