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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
21 February 2024
Bitcoin, Blockchain, ETFs

Are the new bitcoin ETFs a gamechanger?

Rick Maggi
21 February 2024
Bitcoin, Blockchain, ETFs
Are the new bitcoin ETFs a gamechanger?

A number of bitcoin Exchange Traded Funds (ETFs) have hit the market in the US. Are these the game changer you’ve been waiting for?

Tagged: Bitcoin, Westmount Financial, Rick Maggi, Investing, Financial Advisor, Planner

Rick Maggi
20 February 2024
Risk, Investing, Westmount Financial

Peak Euphoria?

Rick Maggi
20 February 2024
Risk, Investing, Westmount Financial
Peak Euphoria?

Are markets close to the top? Does it really matter?

Tagged: Peak euphoria, investment management, Rick Maggi, Westmount Financial, Financial Planner Perth

Rick Maggi
19 February 2024
Market Wrap

Price shock (Market Update Monday, 19 Feb 2024)

Rick Maggi
19 February 2024
Market Wrap
Price shock (Market Update Monday, 19 Feb 2024)

A Monday market update from Betashares, David Bassanese…

Tagged: inflation, westmount financial, rick maggi, financial advisors perth

Rick Maggi
15 February 2024
2024, Economics, Market Wrap, Market Risk, Market/Economic Update, Westmount Financial

Investment outlook Q&A...

Rick Maggi
15 February 2024
2024, Economics, Market Wrap, Market Risk, Market/Economic Update, Westmount Financial
Investment outlook Q&A...

Recession risks, rates and inflation, valuations, geopolitics, the US elections and Swiftonomics…

Tagged: Investment outlook, westmount financial, rick maggi, financial planners in perth, economy, interest rates

Rick Maggi
14 February 2024
Investing, Superannuation, Wealth Accumulation, Westmount Financial

Sound money...

Rick Maggi
14 February 2024
Investing, Superannuation, Wealth Accumulation, Westmount Financial
Sound money...

The investment benefits from the return of “sound money”…

Tagged: The return of sound money, Financial Advisors Perth, Financial Planners, Investment Advice, Westmount Financial, Rick Maggi

Rick Maggi
13 February 2024
Divorce, Financial Advice

Preparing to call it quits: A financial reality checklist...

Rick Maggi
13 February 2024
Divorce, Financial Advice
Preparing to call it quits: A financial reality checklist...

Five key financial steps to take after a relationship breakdown…

Tagged: Divorce, breakdown, westmount financial, financial advice, Westmount Financial, Rick Maggi

Rick Maggi
12 February 2024
Market Wrap, Market/Economic Update

Market Update (12 Feb 2024)

Rick Maggi
12 February 2024
Market Wrap, Market/Economic Update
Market Update (12 Feb 2024)

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

Tagged: Market uipdate, Financial Planner Perth, Rick Maggi, Westmount Financial

Rick Maggi
9 February 2024
Taxation, Stage 3 Tax Cuts

What are the proposed Stage 3 tax cuts?

Rick Maggi
9 February 2024
Taxation, Stage 3 Tax Cuts
What are the proposed Stage 3 tax cuts?

A summary of the proposed tax cuts and what it means for you…

Tagged: Stage 3 Tax Cuts, Tax, Financial Advice Perth, Westmount Financial, Rick Maggi

Rick Maggi
8 February 2024

Planning financially for a career break...

Rick Maggi
8 February 2024
Planning financially for a career break...

A pause in super contributions can have long-lasting effects. Here’s how to plan ahead for super breaks…

Tagged: super contributions, career break plan, westmount financial, financial advice, rick maggi

Rick Maggi
8 February 2024
Superannuation, Retirement

Clock is ticking on a super free kick...

Rick Maggi
8 February 2024
Superannuation, Retirement
Clock is ticking on a super free kick...

With ample time left before 30 June, now could be a good time to catch up on super…

Tagged: Superannuation, Westmount Financial, Rick Maggi

Rick Maggi
7 February 2024
Taxation

5 problems with our tax system...

Rick Maggi
7 February 2024
Taxation
5 problems with our tax system...

The Australian Government’s changes to the Stage 3 tax cuts have refocussed attention on the need for tax reform…

Tagged: Tax system, stage 6 tax cuts, financial planners in perth, Westmount Financial, Rick Maggi, Financial Advisor Perth

Rick Maggi
7 February 2024
Retirement, Pensions

How to shift into pension mode...

Rick Maggi
7 February 2024
Retirement, Pensions
How to shift into pension mode...

When and how you can access your super to start an account-based pension…

Tagged: Pension phase, retirement planning, superannuation, financial advice, professional financial adviser, westmount financial, rick maggi

Rick Maggi
6 February 2024
Interest Rates, Westmount Financial

RBA holds cash rate at 4.35%...

Rick Maggi
6 February 2024
Interest Rates, Westmount Financial
RBA holds cash rate at 4.35%...

Another reprieve for mortgage holders…

Tagged: interest rates, rba, financial advisors perth, financial pl, planners perth, rick maggi, westmount financial

Rick Maggi
5 February 2024

Inflation, interest rates and the US economy (05/02/24)...

Rick Maggi
5 February 2024
Inflation, interest rates and the US economy (05/02/24)...

David Bassanese discusses the US economy, inflation, interest rates, and the RBA the usual ‘circus’ about to hit town…

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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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