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
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About Us
What to Expect
Advice Process
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Financial Services Guide/Links
Testimonials
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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
27 February 2024

7 charts to watch...

Rick Maggi
27 February 2024
7 charts to watch...

Seven key charts worth keeping an eye on…

Tagged: 7-charts-to-watch, Westmount FINANCIAL, RICK MAGGI

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

Market Update (Monday, 26 Feb 2024)...

Rick Maggi
26 February 2024
Market Wrap, Market/Economic Update
Market Update (Monday, 26 Feb 2024)...

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

Tagged: Market update, Westmount Financial, Rick Maggi, financial planners perth, financial advisors, best financial planners perth

Rick Maggi
23 February 2024
Market Wrap

Markets finish the week on a high...

Rick Maggi
23 February 2024
Market Wrap
Markets finish the week on a high...

Market close summary (video)…

Tagged: Market close, shares, Westmount Financial, Rick Maggi

Rick Maggi
23 February 2024

How many ETFs do you need in your portfolio?

Rick Maggi
23 February 2024
How many ETFs do you need in your portfolio?

ETFs have become extremely popular in recent years, but can you have too many? How many ETFs do you really need?

Rick Maggi
23 February 2024
Market Wrap, Market/Economic Update, Wealth Accumulation, Westmount Financial, Superannuation, Retirement

Investment and economic outlook (Feb 2024)...

Rick Maggi
23 February 2024
Market Wrap, Market/Economic Update, Wealth Accumulation, Westmount Financial, Superannuation, Retirement
Investment and economic outlook (Feb 2024)...

Vanguard’s economic outlook (Australia and global)…

Tagged: Market outlook, economy, investing, superannuation, retirement, Westmount Financial, Rick Maggi

Rick Maggi
22 February 2024
Retirement, Superannuation

Super caps to rise on July 1...

Rick Maggi
22 February 2024
Retirement, Superannuation
Super caps to rise on July 1...

A great opportunity to reduce tax and boost your retirement nest egg…

Tagged: Superannuation caps, financial planner per, rick maggi, westmount financial, advice

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

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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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