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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
28 September 2023
Market/Economic Update

How do valuations look now?

Rick Maggi
28 September 2023
Market/Economic Update
How do valuations look now?

Why what you pay for an investment is a key driver of its return…and how do valuations look now?

Tagged: financial planner perth, financial adviser perth, best financial planners in perth, investment advice, retirement advice, Westmount Financial, Rick Maggi

Rick Maggi
27 September 2023
Economics, Financial Advice, Market/Economic Update

Global economic forecasts (Sept 2023)...

Rick Maggi
27 September 2023
Economics, Financial Advice, Market/Economic Update
Global economic forecasts (Sept 2023)...

A region-by-region economic outlook and latest forecasts…

Tagged: Financial Planner Perth, Financial Advisor, Westmount Financial

Rick Maggi
27 September 2023
Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement

Does currency hedging give an edge?

Rick Maggi
27 September 2023
Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement
Does currency hedging give an edge?

The ongoing effect of currency movements on international assets are often overlooked by investors…

Tagged: Financial Planner Perth, Financial Advisor Perth, Currency Hedging, Westmount Financial

Rick Maggi
26 September 2023
Uranium

Why are uranium shares suddenly popular?

Rick Maggi
26 September 2023
Uranium
Why are uranium shares suddenly popular?

What’s behind the recent surge in uranium stock prices?

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

Rick Maggi
25 September 2023
Market/Economic Update, Westmount Financial, Betashares

Market insights (Monday, 25 September 2023)...

Rick Maggi
25 September 2023
Market/Economic Update, Westmount Financial, Betashares
Market insights (Monday, 25 September 2023)...

This week’s market insights from David Bassanese (Betashares)…

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

Rick Maggi
22 September 2023
Superannuation

The $16 billion super stockpile you may have a claim to...

Rick Maggi
22 September 2023
Superannuation
The $16 billion super stockpile you may have a claim to...

How to track down lost super…

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

Rick Maggi
20 September 2023
ETFs

Australia's ETF sector booming...

Rick Maggi
20 September 2023
ETFs
Australia's ETF sector booming...

Records continue too be broken…

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

Rick Maggi
19 September 2023
Shares

High deposit rates, but the case for equities is strong...

Rick Maggi
19 September 2023
Shares
High deposit rates, but the case for equities is strong...

Lock in attractive Term Deposit rates, or buy shares?

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount Financial, Rick MAggi, Cash vs Equities

Rick Maggi
18 September 2023
Market/Economic Update

Market insights (Monday, 18 September 2023)

Rick Maggi
18 September 2023
Market/Economic Update
Market insights (Monday, 18 September 2023)

This week’s market update from David Bassanese (Betashares)…

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

Rick Maggi
16 September 2023
Bonds, Inflation, Wealth Accumulation

Can you lose money on bonds?

Rick Maggi
16 September 2023
Bonds, Inflation, Wealth Accumulation
Can you lose money on bonds?

With interest rates possibly peaking, bond/fixed interest investments appear to be making a comeback. So are bonds as safe as you might think?

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

Rick Maggi
15 September 2023
China, Superannuation, Retirement

China trouble not all doom for Australia...

Rick Maggi
15 September 2023
China, Superannuation, Retirement
China trouble not all doom for Australia...

Australia is essentially joined at the hip with China’s economic fortunes, so what would a Chinese slump mean for our economy?

Tagged: Financial Planner Perth, Advisor, Westmount Financial

Rick Maggi
14 September 2023
Wealth Accumulation, Superannuation, Strategy, Retirement, Investing

Investment lessons from the latest earnings season...

Rick Maggi
14 September 2023
Wealth Accumulation, Superannuation, Strategy, Retirement, Investing
Investment lessons from the latest earnings season...

Tough economic conditions have impacted many ASX-listed companies. But there's an easy way to reduce exposure risk…

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

Rick Maggi
13 September 2023
Interest Rates

Is the RBA finished hiking rates?

Rick Maggi
13 September 2023
Interest Rates
Is the RBA finished hiking rates?

So are we at the end of the cycle, or is this a false dawn?

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

Rick Maggi
12 September 2023
ETFs, Wealth Accumulation, Superannuation, Strategy, Retirement

ETF's: Investing in passive a long term winner (video)...

Rick Maggi
12 September 2023
ETFs, Wealth Accumulation, Superannuation, Strategy, Retirement
ETF's: Investing in passive a long term winner (video)...

The numbers are in, and the results undeniable - ‘indexing’ outperforms…

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

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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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