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

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

News Updates

As it Happens

Rick Maggi
1 January 2024
Retirement, Superannuation, Financial Advice, Financial Planning

Picking your retirement point...

Rick Maggi
1 January 2024
Retirement, Superannuation, Financial Advice, Financial Planning
Picking your retirement point...

One of the hardest decisions for many people – excluding those who want to keep on working – is choosing when to stop…

Tagged: Retirement planning, superannuation, pensions, financial advice, rick maggi, westmount financial

Rick Maggi
31 December 2023
2023

An investment year of ups and downs...

Rick Maggi
31 December 2023
2023
An investment year of ups and downs...

A year in review…

Tagged: 2023 year in review, financial planner perth, westmount financial, financial advice, rick maggi

Rick Maggi
20 December 2023
Superannuation

Plan to make super catch-ups, if you can...

Rick Maggi
20 December 2023
Superannuation
Plan to make super catch-ups, if you can...

A super free kick that’s yours for the taking…

Tagged: Superannuation, Financial Adviser, Westmount Financial Perth

Rick Maggi
18 December 2023
Market/Economic Update

Festive Fed...

Rick Maggi
18 December 2023
Market/Economic Update
Festive Fed...

This Monday’s market update from David Bassanese…

Tagged: Market Update, Rick Maggi, Westmount Financial

Rick Maggi
18 December 2023
Educational

Summer reading list 2023/24...

Rick Maggi
18 December 2023
Educational
Summer reading list 2023/24...

Betashares staff put forth their literary recommendations from the past year…

Tagged: Summer reading list, Rick Maggi, Westmount Financial, Betashares

Rick Maggi
15 December 2023
Educational

12 financial tips for Christmas and beyond...

Rick Maggi
15 December 2023
Educational
12 financial tips for Christmas and beyond...

Some investing steps to get you through the holiday season, the new year, and for the future…

Tagged: Christmas tips, Westmount Financial, Rick Maggi

Rick Maggi
14 December 2023
Market Risk, Fees

How to tame the market's skewness...

Rick Maggi
14 December 2023
Market Risk, Fees
How to tame the market's skewness...

Outperforming the market is hard without a crystal ball. Here’s how to tilt the odds in your favour…

Tagged: Rick MAggi, Westmount Financial, Market returns, investment fees and costs, Vanguard

Rick Maggi
13 December 2023
2024, Market/Economic Update, Westmount Financial, Superannuation

What's in store for 2024?

Rick Maggi
13 December 2023
2024, Market/Economic Update, Westmount Financial, Superannuation
What's in store for 2024?

AMP’s Dr Shane Oliver discusses the five key themes of 2023 and also looks ahead to 2024…

Tagged: 2024 Market forecasts, Financial Advisors Perth, financial Planning Perth, Rick Maggi, Westmount Financial, Investment and retirement advice

Rick Maggi
5 December 2023
Inflation, Interest Rates

Interest rate hikes on pause...

Rick Maggi
5 December 2023
Inflation, Interest Rates
Interest rate hikes on pause...

Borrowers get a reprieve today…

Tagged: Rate hikes, interest rates, financial advice, perth, financial planner perth, westmount financial, rick maggi, financial advisor perth

Rick Maggi
4 December 2023
Bonds, Westmount Financial, Betashares

Move carefully...

Rick Maggi
4 December 2023
Bonds, Westmount Financial, Betashares
Move carefully...

this Monday’s market update from David Bassanese (Betashares) with a particular focus on the recent bond rally…

Tagged: Bonds, market update, global, financial advisor perth, financial planner, qwestmount financial, rick maggi

Rick Maggi
30 November 2023
Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, Investing

How to rebalance your investment portfolio...

Rick Maggi
30 November 2023
Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, Investing
How to rebalance your investment portfolio...

How can investors rebalance their portfolio and how often should they do it?

Tagged: Investment portfolio, rebalancing, Financial planner perth, investment advice, advisors, vestment financial, rick maggi

Rick Maggi
29 November 2023
Gold

How does gold stack up?

Rick Maggi
29 November 2023
Gold
How does gold stack up?

Gold has been glittering for some time, but many share market investors have outperformed…

Tagged: Gold investing, Westmount Financial, Rick Maggi, Financial Planner Perth

Rick Maggi
28 November 2023
Currency, Recession

5 reasons to expect the $A to rise...

Rick Maggi
28 November 2023
Currency, Recession
5 reasons to expect the $A to rise...

There is good reason to expect the $A to rise into next year, providing we avoid a recession…

Tagged: Australian dollar, currency, financial advice, financial advisor, financial planner perth, westmount financial, rick maggi

Rick Maggi
27 November 2023

December rate risk...

Rick Maggi
27 November 2023
December rate risk...

This Monday’s economic/market update from Betashares’ David Bassanese…

Tagged: Market updated, interest rates, financial planner perth, financial advisor perth

Newer Posts
Older Posts
Back to Top
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


 
WLogo-3-Small.png