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

News Updates

As it Happens

Rick Maggi
21 August 2023
Financial Advice, Financial Planning, Market/Economic Update

Higher for longer...

Rick Maggi
21 August 2023
Financial Advice, Financial Planning, Market/Economic Update
Higher for longer...

Another ‘Bassanese bites’ market update for 21 August 2023…

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

Rick Maggi
20 August 2023
Superannuation, Retirement

How much will I need in retirement?

Rick Maggi
20 August 2023
Superannuation, Retirement
How much will I need in retirement?

How much is enough to enjoy a comfortable retirement (video)?

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

Rick Maggi
18 August 2023
Estate, Wills, Retirement

How often should you review your Will?

Rick Maggi
18 August 2023
Estate, Wills, Retirement
How often should you review your Will?

Time passes quickly and circumstances change. So how often should you review your Will? Is it really necessary?

Tagged: Financial Planner Perth, Financial Advisor Perth, Retirement Planning, Westmount Financial, Wills, Estate Planning

Rick Maggi
17 August 2023
Educational, Investing, Wealth Accumulation, Thematic investing, Strategy, Shares, Retirement

Growth vs value...

Rick Maggi
17 August 2023
Educational, Investing, Wealth Accumulation, Thematic investing, Strategy, Shares, Retirement
Growth vs value...

With growth advancing again in 2023, is the value really over?

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

Rick Maggi
17 August 2023
Bonds

A brighter outlook for bonds...

Rick Maggi
17 August 2023
Bonds
A brighter outlook for bonds...

Bond investors shouldn’t let the recent past derail their long-term investment strategy…

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

Rick Maggi
16 August 2023
Tech, Wealth Accumulation, Investing

The surprising reason for tech's recent strength...

Rick Maggi
16 August 2023
Tech, Wealth Accumulation, Investing
The surprising reason for tech's recent strength...

With many economists still predicting a US recession, investors are justified in asking: “Why has US tech been soaring?”

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount financial, Rick maggi

Rick Maggi
16 August 2023
Estate

Transferring wealth to the next generation...

Rick Maggi
16 August 2023
Estate
Transferring wealth to the next generation...

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level…

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

Rick Maggi
15 August 2023
Economics

Why the need to lift productivity and why it might be hard...

Rick Maggi
15 August 2023
Economics
Why the need to lift productivity and why it might be hard...

Productivity isn’t everything, but, in the long run, it is almost everything…

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

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

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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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