Over the last 40 years we've been privileged to help make our client's lives just a little better...
Vince & Julie, Mosman Park WA
“We have had an association with Westmount for over 18 years. During this time our financial affairs have been exclusively managed by Richard & Rick Maggi, ably assisted by their long serving, friendly & competent staff. The advice & guidance received has been of the highest standard & manifestly unbiased. At no stage have we ever felt pressured into taking a particular course of action. Westmount has helped us achieve financial independence many years before we ever imagined possible & for that we consider ourselves exceedingly fortunate."
Alan, Nannup, WA
“Rick has been my financial advisor now for several years, both pre and post retirement. He has always provided me with sound information, and advice, that I needed to make the decisions on my finances. Prior to my retirement he was in contact with my super fund to find out everything needed to provide that advice, which was a great help. Pre retirement time is stressful, and sound advice is definitely needed at such an important time. Rick was able to provide this, and was on hand for all the "what about this" type of questions that arise at this time. One of the most important aspects of having Rick as my adviser, is his accessibility. I have never had a time when he hasn't responded in a timely manner to a query - for me, this is just as important as receiving sound financial advice."
Lee, Mosman Park, WA
“Westmount Financial have been my advisors for my Superannuation and Pension requirements for at least 10 years. I have found their advice and approach to my specific needs sound and consistent with a portfolio construction necessary to meet the needs of a self funded retiree. The sound business practice of the Directors of Westmount is highly recommended to anyone seeking quality advice.”
David & Rae, Dunsborough, WA
“I have known and dealt with Richard and Rick Maggi for 34 years. During this time I have always found them to be honest, trustworthy and reliable in all business matters and their staff are well trained and always polite and helpful. Over time I have recommended Westmount to my colleagues and friends and the feedback I received has always been very favourable."
Peter & Carol, Swan View, WA
“We have had an association with Westmount for over two decades and hopefully it will continue for another couple! What we appreciate most about this relationship is the absolute respect and personal consideration that is shown to us. Integrity in service is something that is important to us and we particularly like the way in which our questions are welcomed; never considered inconsequential or time-wasting; and always answered with a response time that is amazing, often within the hour. Having the unique opportunity to have had just one Adviser throughout this journey has, in our view, been a stabilizing and empowering benefit as we have navigated our way through the inevitable peaks and troughs of the investment landscape. It has been comforting to us to have Rick (and his very competent staff team) as our point of reference whilst some of the uglier scenarios that influence our hard earned investments are played out on the world stage. It’s about mutual respect, integrity and care. This is what we feel about our relationship with Westmount and we value it immensely.”
Ron, Banjup, WA
“I am pleased to confirm that the attention I have received from Rick and his staff at Westmount Financial Consulting has always been of the highest order. I retired in November 2004 and entrusted Richard and Rick and the Staff at Westmount with my superannuation acquired during 45 years of employment in the Insurance Industry - they have not disappointed me.”
David & Joanna, Helena Valley, WA
“I have been associated with Westmount Financial for several years. We have both been completely satisfied with the level of service and advice Rick has provided. No query or request is either too banal or complicated for Rick. He manages to break down complex international and national financial developments into simple laymen's language without being patronising. He is perceptive in his assessment of our needs and aspirations and always extremely personable and informative in all of our dealings with him. We have found him both realistic and cautiously optimistic. We have no hesitation in recommending Westmount Financial to friends and family.”
Lorna & Lionel, Piesse Brook, WA
“Our financial affairs and superannuation have been in the hands of Rick Maggi for the past 24 years. His guidance, support and extensive knowledge have been greatly appreciated by us, particularly through the very turbulent financial scene of the last two years. It is our full intention to remain advised and guided by Westmount Financial in the future.”
Our client survey results...
We recently surveyed our clients across a number of key areas. The following are some of the results from the ‘client service and communications’ part of the survey.