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A Clear Path Forward
The Benefits of Financial Advice
Retirement Planning
Superannuation
GESB Super
Wills & Estate Planning
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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
6 October 2023
Financial Advice, Financial Planning, Investing, Investment Fees

Adviser value worth 5.9pc in 2023: Report

Rick Maggi
6 October 2023
Financial Advice, Financial Planning, Investing, Investment Fees
Adviser value worth 5.9pc in 2023: Report

Further proof that Australians with a financial advisor are better off than those attempting go it alone…

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

Rick Maggi
4 October 2023
Children Savings, Children's Finance

Teaching children about the value of money...

Rick Maggi
4 October 2023
Children Savings, Children's Finance
Teaching children about the value of money...

Transferring money to children can be one of the most valuable financial steps parents can take…

Tagged: Teaching children the value of money, Financial Planner perth, Financial Advisers in Perth, investment advice

Rick Maggi
3 October 2023
Interest Rates

Rates remain on hold...

Rick Maggi
3 October 2023
Interest Rates
Rates remain on hold...

The new RBA chair, Michelle Bullock, reports her first rate decision…

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

Rick Maggi
2 October 2023
Superannuation, SMSF

Govt releases $3m super tax reform draft legislation...

Rick Maggi
2 October 2023
Superannuation, SMSF
Govt releases $3m super tax reform draft legislation...

The 30% super tax on $3m + balances slowly moves forward…

Tagged: Super tax reform, $3 million, Financial Planner Perth, Westmount Financial, Rick Maggi

Rick Maggi
29 September 2023
Children Savings, Vanguard, Westmount Financial

How to budget using the envelope method...

Rick Maggi
29 September 2023
Children Savings, Vanguard, Westmount Financial
How to budget using the envelope method...

5 simple steps…

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

Rick Maggi
28 September 2023
Superannuation, Retirement

The benefits and risks of collectable super assets...

Rick Maggi
28 September 2023
Superannuation, Retirement
The benefits and risks of collectable super assets...

While owning collectible and personal use assets an SMSF may sound appealing, there’s a big catch…

Tagged: SMSF, Collectibles, Financial Planner Perth, Financial Advisor Perth

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

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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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