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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
26 October 2023
Economics, Educational, Bonds, Shares, Property

5 constraints on growth...

Rick Maggi
26 October 2023
Economics, Educational, Bonds, Shares, Property
5 constraints on growth...

Five megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic…

Tagged: Economic growth, megatrends, shares, property, Westmount zfinancial, Financial Advisor Perth

Rick Maggi
18 October 2023
Israel

The threat of higher oil and petrol prices...

Rick Maggi
18 October 2023
Israel
The threat of higher oil and petrol prices...

The war in Israel has added to the upside risks to oil prices and downside risks to shares in the near term…

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

Rick Maggi
16 October 2023
Bonds, Interest Rates, Westmount Financial, Wealth Accumulation

Have yields peaked?

Rick Maggi
16 October 2023
Bonds, Interest Rates, Westmount Financial, Wealth Accumulation
Have yields peaked?

Today’s Monday update from David Bassanese…

Tagged: Bond yields, Interest rates, Financial Planner Perth, Westmount Financial, Retirement planning

Rick Maggi
13 October 2023
Property, Wealth Accumulation

Where property prices have grown the fastest...

Rick Maggi
13 October 2023
Property, Wealth Accumulation
Where property prices have grown the fastest...

Australian home prices reached a new record high in September, with regions even recording double-digit growth this year…

Tagged: Financial Planners in Perth, Advice, Investing, Westmount Financial, Rick Maggi, Property prices

Rick Maggi
12 October 2023
Israel

War in Israel: what are the economic risks?

Rick Maggi
12 October 2023
Israel
War in Israel: what are the economic risks?

What are the possible market/economic implications of a war in the Middle East?

Tagged: Rick Maggi, Westmount Financial, Westmount, Risks, War, Investment Advice

Rick Maggi
11 October 2023
Westmount Financial, Wealth Accumulation, Vanguard, Stocks

The hunt for red Octobers...

Rick Maggi
11 October 2023
Westmount Financial, Wealth Accumulation, Vanguard, Stocks
The hunt for red Octobers...

Share markets remain jittery. Should investors be worried about the October effect?

Tagged: The October effect, shares, Financial advisors, planners, Perth

Rick Maggi
10 October 2023
Bonds, Shares, Israel

1987 vs now - rising bond yields and the risks for shares...

Rick Maggi
10 October 2023
Bonds, Shares, Israel
1987 vs now - rising bond yields and the risks for shares...

AMP’s Dr Shane Oliver reviews the current state of play between bond yields and shares (and now the war in Israel)…

Tagged: Financial Planner Perth, Westmount Financial, Rick Maggi

Rick Maggi
9 October 2023
Bonds, Israel

Oil concerns return...

Rick Maggi
9 October 2023
Bonds, Israel
Oil concerns return...

Monday update from Betashares Economist David Bassanese…

Tagged: Israel, Financial Advice Perth, Westmount Financial, Bond yields, oil prices

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

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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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