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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
24 November 2023
Economics, Market/Economic Update

Investment & economic outlook...

Rick Maggi
24 November 2023
Economics, Market/Economic Update
Investment & economic outlook...

Read Vanguard’s region-by-region economic outlook and latest forecasts for investment returns…

Tagged: Economic outlook, market outlook, Westmount Financial, Rick Maggi, Investing

Rick Maggi
23 November 2023
ETFs, Investing, Fees

How to get better returns (the easy way)...

Rick Maggi
23 November 2023
ETFs, Investing, Fees
How to get better returns (the easy way)...

See how you can improve returns without taking on risk…

Tagged: better investment returns, investing advice, financial advice, rick maggi, westmount financial

Rick Maggi
21 November 2023
Educational, Investing

9 keys for successful investing...

Rick Maggi
21 November 2023
Educational, Investing
9 keys for successful investing...

Successful investing is not always easy and can be stressful. Even in good times. For this reason, it’s useful for investors to keep a key set of things in mind…

Tagged: Successful investing, financial planning, westmount financial, rick maggi

Rick Maggi
20 November 2023
Market/Economic Update

Stone-cold stunning (Market update: Monday, 20 Nov 2023)

Rick Maggi
20 November 2023
Market/Economic Update
Stone-cold stunning (Market update: Monday, 20 Nov 2023)

This Monday’s market update from Betashares’ David Bassanese.

Tagged: Financial Planner Perth, Rick M, Rick Maggi, Westmount Financial, Market update, superannuation, investing

Rick Maggi
19 November 2023

Three scams to watch out for...

Rick Maggi
19 November 2023
Three scams to watch out for...

When it comes to scams awareness, there’s always new information to stay across. Scams continue to evolve, but the good news is, so can you…

Tagged: Scam awareness, protect yourself

Rick Maggi
17 November 2023

Debt reckoning: Weighing up extra loan repayments...

Rick Maggi
17 November 2023
Debt reckoning: Weighing up extra loan repayments...

Is it smarter to pay down a mortgage or invest?

Tagged: Rick Maggi, Westmount Financial, Financial Planners in WA, Debt vs investing

Rick Maggi
15 November 2023
ESG, Ethical Investing

America Awakens: The stakes couldn't be higher...

Rick Maggi
15 November 2023
ESG, Ethical Investing
America Awakens: The stakes couldn't be higher...

The impact of the US Inflation Reduction Act on trade, politics and the global transition to a low-emissions economy…

Tagged: ESG, Environment, investing, ethical, financial advice, planning, westmount financial

Rick Maggi
14 November 2023
Westmount Financial, Wealth Accumulation, Superannuation, Retirement

How to pass the diversification test...

Rick Maggi
14 November 2023
Westmount Financial, Wealth Accumulation, Superannuation, Retirement
How to pass the diversification test...

Why you shouldn’t put all your eggs in the one basket…

Tagged: Diversification, investing, retirement planning, superannuation, financial planning perth, westmount financial, rick maggi

Rick Maggi
13 November 2023
Inflation

Market Wrap (Monday 13/11/2023)...

Rick Maggi
13 November 2023
Inflation
Market Wrap (Monday 13/11/2023)...

Market insights from David Bassanese (Betashares)…

Tagged: CPI, Market Wrap, Market commentary, westmount financial

Rick Maggi
10 November 2023

5 investing tips for beginners...

Rick Maggi
10 November 2023
5 investing tips for beginners...

Five investment tips for those just starting their investment journey…

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

Rick Maggi
8 November 2023
Educational, Market Risk

Mistakes to avoid when markets are turbulent...

Rick Maggi
8 November 2023
Educational, Market Risk
Mistakes to avoid when markets are turbulent...

These three common mistakes are easy to avoid. Making them could be costly…

Tagged: Market turbulence, financial planner perth, westmount financial, rick maggi, financial and investment advice

Rick Maggi
7 November 2023
Interest Rates

RBA: 25bp rate rise...

Rick Maggi
7 November 2023
Interest Rates
RBA: 25bp rate rise...

The Reserve Bank of Australia (RBA) has actioned its 13th hike to the official cash rate since commencing its tightening cycle in May 2022, lifting the official cash rate by 25bps to 4.35 per cent…

Tagged: Interest rate hike, Westmount Financial, Financial Planner Perth, Rick Maggi

Rick Maggi
6 November 2023
Westmount Financial, Wealth Accumulation, Investing

Strategic asset allocation: a better tactic for investors...

Rick Maggi
6 November 2023
Westmount Financial, Wealth Accumulation, Investing
Strategic asset allocation: a better tactic for investors...

Making portfolio changes based on short-term volatility can be detrimental over the long term…

Tagged: Financial Planners in Perth, Westmount Financial, Rick MAggi

Rick Maggi
3 November 2023
Educational, Westmount Financial, Rick Maggi

Panic: Informed or inundated?

Rick Maggi
3 November 2023
Educational, Westmount Financial, Rick Maggi
Panic: Informed or inundated?

Panic is self-inflicted harm. There’s a better way forward…

Tagged: Rick Maggi, Westmount Financial, Wealth management, Panic

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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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