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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
7 April 2025
Market Wrap, Market Risk, Market/Economic Update

Tariff mayhem...

Rick Maggi
7 April 2025
Market Wrap, Market Risk, Market/Economic Update
Tariff mayhem...

Markets took quite a hit today, but it could have been worse…

Tagged: Rick Maggi, Financial Advisor, Westmount Financial

Rick Maggi
4 April 2025
Tariffs, Shares

ASX re-enters correction territory...

Rick Maggi
4 April 2025
Tariffs, Shares
ASX re-enters correction territory...

‘Liberation Day’ taking a toll…

Tagged: Financial Advisor Perth, Westmount Financial, Rick Maggi, Stok market, tariffs

Rick Maggi
3 April 2025
Shares

The market is harder to beat than you might think...

Rick Maggi
3 April 2025
Shares
The market is harder to beat than you might think...

Think you have what it takes to beat the market?

Tagged: Financial Advisor Perth, Rick Maggi, Westmount Financial

Rick Maggi
2 April 2025
Market/Economic Update, Markets, Volatility

Navigating volatile markets...

Rick Maggi
2 April 2025
Market/Economic Update, Markets, Volatility
Navigating volatile markets...

Six essential lessons for investors…

Tagged: Westmount Financial, Financial Advisor Perth, Rick Maggi, Volatile share markets

Rick Maggi
28 March 2025
Superannuation, SMSF

Election 2025: Div 296 officially lapses...

Rick Maggi
28 March 2025
Superannuation, SMSF
Election 2025: Div 296 officially lapses...

This morning’s election announcement changes everything…

Tagged: Superannuation, Div 296, Financial Advisor Perth, Rick Maggi, Westmount Financial

Rick Maggi
28 March 2025
Economics, Market/Economic Update, Markets

Investment and economic outlook (March 2025)...

Rick Maggi
28 March 2025
Economics, Market/Economic Update, Markets
Investment and economic outlook (March 2025)...

Vanguard’s latest economic forecasts…

Tagged: Westmount Financial, Financial Advisor Perth, Rick MAggi, Financial Planner Perth, Economic and market outlook, Market and Economic Outlook March 2025, Rick Maggi

Rick Maggi
26 March 2025
2025-26 Federal Budget

The 2025-26 Federal Budget

Rick Maggi
26 March 2025
2025-26 Federal Budget
The 2025-26 Federal Budget

An uninspiring budget with deficits stretching out for many years…

Tagged: Westmount Financial, Rick Maggi, Financial Advisor Perth, Financial Planner Perth, Federal Budget Summary

Rick Maggi
12 March 2025
Markets, Market/Economic Update, Market Wrap, Market Risk, Volatility

Share market volatility - what to bear in mind...

Rick Maggi
12 March 2025
Markets, Market/Economic Update, Market Wrap, Market Risk, Volatility
Share market volatility - what to bear in mind...

Share markets have dropped off sharply over the last few weeks and there is likely more to come. So how should you react?

Tagged: Financial Advisor Perth, Westmount Financial, Retirement Planning, Rick Maggi

Rick Maggi
10 March 2025
The 2025 Federal Election

The Federal Election: Policy differences...

Rick Maggi
10 March 2025
The 2025 Federal Election
The Federal Election: Policy differences...

The Federal Election is just around the corner. Will the outcome make much of a difference to investors?

Tagged: Financial Advisor Perth, Rickm Maggi, Westmount Financial, Retirement Planning, Financial Advice

Rick Maggi
26 February 2025
Superannuation, SMSF, ATO, Retirement Planning

ATO cracks down on SMSF breaches...

Rick Maggi
26 February 2025
Superannuation, SMSF, ATO, Retirement Planning
ATO cracks down on SMSF breaches...

Tread carefully, SMSF breaches are under the microscope for SMSF trustees…

Tagged: Financial Advisor Perth, Retirement Planning, Westmount Financial, Rick Maggi

Rick Maggi
24 February 2025
Retirement Planning, Transfer Balance Cap

$2 million super cap on the horizon...

Rick Maggi
24 February 2025
Retirement Planning, Transfer Balance Cap
$2 million super cap on the horizon...

A positive development on the retirtement planning front…

Tagged: Transfer Balance Cap, Retirement Planning, Westmount Financial, Rick Maggi, Financial Advisor

Rick Maggi
24 February 2025
Market Wrap, Market/Economic Update, Markets

The week ahead...

Rick Maggi
24 February 2025
Market Wrap, Market/Economic Update, Markets
The week ahead...

Market turbulence picking up speed…

Tagged: Financial Advisor Perth, Retirement planning, Westmount Financial, Rick Maggi

Rick Maggi
23 February 2025
Markets, Market Wrap, Market Risk

Uncertainty as a gateway opportunity...

Rick Maggi
23 February 2025
Markets, Market Wrap, Market Risk
Uncertainty as a gateway opportunity...

Recent market volatility should be taken seriously, but there is a flipside…

Tagged: Market uncertainty, Westmont Financial, Rick Maggi, Financial Planners Perth

Rick Maggi
21 February 2025
Downsizing, Downsizer Contributions, Superannuation

Downsizing your home and upsizing your super...

Rick Maggi
21 February 2025
Downsizing, Downsizer Contributions, Superannuation
Downsizing your home and upsizing your super...

The fear of ruiing out of money in retirement is a key issue for many Australians…

Tagged: Financial Advisor Perth, Financial Planning, Retirement Planning, 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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