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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
27 May 2024
Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation

Breather...

Rick Maggi
27 May 2024
Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation
Breather...

Week in review, from David Bassanese (Betashares)…,

Tagged: Financial Planner Perth, Financial Advisor Perth, Westmount Financial, Rick Maggi, Week in review

Rick Maggi
21 May 2024
Centrelink, Deeming, Interest Rates

Interest rate implications of the 'deeming' freeze...

Rick Maggi
21 May 2024
Centrelink, Deeming, Interest Rates
Interest rate implications of the 'deeming' freeze...

Was the deeming freeze a precursor to lower interest rates?

Tagged: Interest rates, Westmount Financial, Financial Advisors in Perth, Financial Planners in Perth, Rick Maggi

Rick Maggi
20 May 2024
Market Wrap, Market/Economic Update, Wealth Accumulation, Vanguard

Record highs...

Rick Maggi
20 May 2024
Market Wrap, Market/Economic Update, Wealth Accumulation, Vanguard
Record highs...

The week ahead from David Bassanese…

Tagged: Westmount Financial, Financial Advisors Perth, Financial Planners Perth, Rick Maggi, Retirement Advice, Investment Advice

Rick Maggi
18 May 2024
Educational, Economics, Westmount Financial, Wealth Accumulation, Vanguard

Why we invest the way we do...

Rick Maggi
18 May 2024
Educational, Economics, Westmount Financial, Wealth Accumulation, Vanguard
Why we invest the way we do...

A lasting legacy from one of the pioneers of behavioural economics…

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

Rick Maggi
17 May 2024
ASX, Shares, Westmount Financial

ASX closes the week on a sour note...

Rick Maggi
17 May 2024
ASX, Shares, Westmount Financial
ASX closes the week on a sour note...

ASX end of week update…

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

Rick Maggi
17 May 2024
Finding Financial Advisor, Financial Advice, Financial Planning, Westmount Financial

What to look for when choosing a financial advisor...

Rick Maggi
17 May 2024
Finding Financial Advisor, Financial Advice, Financial Planning, Westmount Financial
What to look for when choosing a financial advisor...

What to expect from an experienced Financial Advisor…

Tagged: Finding a financial advisor, Westmount Financial, Rick Maggi, Financial Planner Perth

Rick Maggi
16 May 2024
Superannuation

The super changes starting from 1 July 2024...

Rick Maggi
16 May 2024
Superannuation
The super changes starting from 1 July 2024...

The super changes on the way from the start of the 2024-25 financial year…

Tagged: Superannuation changes on July 1st 2024, Westmount Financial, Rick Maggi, Financial Advisors Perth, Financial Planners Perth

Rick Maggi
15 May 2024
Federal Budget, Westmount Financial

Federal Budget summary...

Rick Maggi
15 May 2024
Federal Budget, Westmount Financial
Federal Budget summary...

A summary of last night’s Federal Budget…

Tagged: Federal Budget Summary, Rick Maggi, Westmount Financial, Financial Planners Perth, Financial Advisors Perth

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

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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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