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
14 May 2024
EOFY, Superannuation, Taxation

Your 30 June superannuation checklist...

Rick Maggi
14 May 2024
EOFY, Superannuation, Taxation
Your 30 June superannuation checklist...

5 easy ways to get more money into your super fund account before the end of the financial year…

Tagged: Super tips before 30 June, Westmount Financial, Financial Advisor Perth, Rick Maggi

Rick Maggi
13 May 2024
Betashares, Market Wrap, Market/Economic Update, Westmount Financial, Rick Maggi

4th time lucky?

Rick Maggi
13 May 2024
Betashares, Market Wrap, Market/Economic Update, Westmount Financial, Rick Maggi
4th time lucky?

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

Tagged: Rick Maggi, Westmount Financial, Market Review, Financial Planners in Perth, Financial Advisors Perth

Rick Maggi
10 May 2024
Westmount Financial, Wealth Accumulation, Superannuation, Retirement

Transitioning into retirement: What you should know...

Rick Maggi
10 May 2024
Westmount Financial, Wealth Accumulation, Superannuation, Retirement
Transitioning into retirement: What you should know...

Thinking about accessing your superannuation as you move closer to retirement?

Tagged: Transitioning to retirement, retirement planning, superannuation, Westmount Financial, Rick Maggi, Financial Planning Advice Perth

Rick Maggi
9 May 2024
Dividends, Distributions, Franked Dividends, Income, Bonds, Fixed Income

Untangling yields: Lessons for income investors...

Rick Maggi
9 May 2024
Dividends, Distributions, Franked Dividends, Income, Bonds, Fixed Income
Untangling yields: Lessons for income investors...

Interest rates may stay higher for longer - great for income investors, but how about share investors?

Tagged: Share dividends, Bond yields, fixed income, financial advisors perth, westmount financial, Rick Maggi

Rick Maggi
7 May 2024
Interest Rates

Rates on hold (for now)...

Rick Maggi
7 May 2024
Interest Rates
Rates on hold (for now)...

The RBA announces May rate decision amid economic challenges…

Tagged: Interest rates, Westmount Financial, Rick Maggi, Financial Planner Perth, Financial Advisor Perth

Rick Maggi
7 May 2024
Taxation, Tax Deductions, Superannuation, Westmount Financial

Tip #6: Government co-contribution eligibility...

Rick Maggi
7 May 2024
Taxation, Tax Deductions, Superannuation, Westmount Financial
Tip #6: Government co-contribution eligibility...

Another EOFY superannuation tip to consider…

Tagged: Superannuation advice, retirement advice, westmount Financial, Financial Advisor Perth, Financial Planning Perth

Rick Maggi
6 May 2024
Shares

Sell in May and go away?

Rick Maggi
6 May 2024
Shares
Sell in May and go away?

Are seasonal patterns a reliable guide for investors?

Tagged: Financial Planner Perth, Westmount Financial, Rick Maggi

Rick Maggi
6 May 2024
Interest Rates, Market Wrap, Market/Economic Update

Rate reprieve...

Rick Maggi
6 May 2024
Interest Rates, Market Wrap, Market/Economic Update
Rate reprieve...

Last week markets were relieved the Fed chair Powell played down the risks of another rate hike…

Tagged: Perth based Financial Advisors, Westmount Financial, Financial Planners, Investing, interest rates, Rick Maggi

Rick Maggi
5 May 2024
Superannuation, Fees, Westmount Financial

Understand what you're paying in super fees...

Rick Maggi
5 May 2024
Superannuation, Fees, Westmount Financial
Understand what you're paying in super fees...

Paying lower super fees will ultimately add up to a higher retirment balance…

Tagged: Super fees, superannuation, Financial Planner Perth, Westmount Financial, Westmount Securities, Risk Maggi

Rick Maggi
1 May 2024
Superannuation, Spouse contribution

Tip #5: Spouse contribution offset...

Rick Maggi
1 May 2024
Superannuation, Spouse contribution
Tip #5: Spouse contribution offset...

Another superannuation tip to consider…

Tagged: Spouse contributions, superannuation, Financial Planners Perth, Westmount Financial, Rick Maggi, Financial Advisor Perth

Rick Maggi
29 April 2024
Taxation

What are the stage 3 tax cuts?

Rick Maggi
29 April 2024
Taxation
What are the stage 3 tax cuts?

The third stage of the tax cuts that were announced in the 2018-19 Budget and amended in the 2019-20 Budget have been further amended by legislation enacted in March 2024. So what are they?

Tagged: Westmount Financial, Rick Maggi, Financial Advisors in Perth, Retirement, Superannuation advice

Rick Maggi
29 April 2024
EOFY, Superannuation

Tip #3: Personal super contributions...

Rick Maggi
29 April 2024
EOFY, Superannuation
Tip #3: Personal super contributions...

Claiming a tax deduction this year? Be mindful…

Tagged: Super tips, EOFY, Financial Planner Perth, Westmount Financial, Rick Maggi

Rick Maggi
29 April 2024
Economics, Educational, Elder Abuse

The art of happiness...

Rick Maggi
29 April 2024
Economics, Educational, Elder Abuse
The art of happiness...

Economics and the “hedonic treadmill”…

Tagged: Financial Planner Best Perth, Westmount Financial, Rick Maggi, Financial Advisor Perth, Happiness

Rick Maggi
29 April 2024
Superannuation, Westmount Financial, Wealth Accumulation

Tip #4: Are salary sacrifice strategies still effective?

Rick Maggi
29 April 2024
Superannuation, Westmount Financial, Wealth Accumulation
Tip #4: Are salary sacrifice strategies still effective?

An EOFY tip on salary sacrificing into superannuation…

Tagged: Superannuation tips, salary sacrficing, Financial Planners in Perth, Financial Advisors in Perth, Westmount Financial, Rick Maggi

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