The power of purpose.
Clarity is everything. Achieving your personal and financial goals, whatever they may be, is far more likely if your vision, priorities, and values, are placed front and centre. The good news is that taking some time to reflect, dig a little deeper, and focus on what matters most, is typically a positive, engaging experience, not a chore.
Perth-based Financial Planner, Rick Maggi (Westmount Financial), has been helping clients achieve financial independence for over 40 years, creating resilient investment and retirement solutions that are easier to understand and refreshingly simple to manage.
Having guided his clients through numerous economic cycles, geopolitical events, and life/family changes, Rick appreciates the importance of having easy, immediate access to well considered financial advice and ongoing support.
Forward motion.
Research suggests that longer term clients of Financial Advisors are generally happier, wealthier, and feel more ‘in control’. Demand for authentic ‘goals-based’ financial advice has grown exponentially in recent years.
Consumer choice is also evolving, with a multitude of financial planning services now on offer, ranging from institutionally driven digital advice to comprehensive, holistic, personal advice. While most Australians generally favour a service that sits somewhere in the middle, it’s important to do your own research and seriously consider which option might best suit your individual circumstances both today, and in the coming years.
Our aim is to inform, simplify and support. We break down and demystify the often complicated world of investing, superannuation, retirement planning and taxation, so that our clients can make informed financial decisions.
Westmount Financial was established in 1977.
2024: Time to rethink….
It’s early 2024, and despite having successfully emerged from an economic downturn, a variety of worries continue to weigh on public confidence - inflation, interest rates, and a fragile geopolitical climate have all been contributing to a general ‘vibecession’ in Australia.
In such an uncertain environment, it’s important to have the ability to (calmly) survey the economic landscape, revisit your priorities, and if necessary, fine-tune your strategy - building and preserving your wealth over the next few years will require fresh perspective and a level head.
This year, consider taking a step back from anxiety inducing news commentaries, and instead, start looking forward to the possibilities. An experienced Financial Advisor can help clarify what matters most to you, mapping-out proven, step-by-step strategies to achieve your personal financial and lifestyle goals, so you can move forward with greater confidence.
Rick Maggi
Vince & Julie (Mosman Park)
Alan (Launceston)
Lee & Val (Mosman Park)
David & Rae (Dunsborough)
Peter & Carol (Swan Valley)
Ron & Shirley (Banjup)
David & Joanna (Helena Valley)
Lorna & Lionel (Piesse Brook)
News Updates…
U.S. equities have hit fresh highs despite a higher interest rate environment, suggesting there could be some complacency in the markets…
Vanguard’s region-by-region economic outlook and latest forecasts for investment returns…
The world is a different place since Covid…
You don’t need to become a superannuation specialist, but understanding how your super fund works is an important step towards achieving a comfortable lifestyle….
Recent share market gains have given many portfolios a higher equities tilt. It may be time to rebalance…
Interest rates remain on pause, but with a caveat…
This weeks market update from Betashares’ David Bassanese…
A rough week for the markets, but energy shines…
The latest scorecard is out, and the results are telling for investors…
The largest cryptocurrency is soaring and is at an all-time high…
New ETF product labellng rules will soon come into effect…
Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these…
Despite coming from different backgrounds, these investors have a common drive to achieve long-term investment success…
Many women will need to do more to build up their super balances by the time they retire…
This Monday’s market and economic update from David Bassanese (Betashares)…
In this article, we delve into the compelling reasons why these dividend-paying shares have become a focal point for investors seeking a balanced and rewarding investment portfolio, and how you can take advantage of them…
Like your job but not sure you’re being paid what you’re worth? Or are you going for a new position and not feeling confident about having the inevitable salary conversation?
The Work Bonus explained…
Money can be a sensitive and challenging topic to discuss as a couple, especially if you have differing views on how to approach your financial affairs…
The local share market is off to a record breaking start to the month…
Inflation may be coming off its high, but the retail price of coffee isn’t likely to lose any monetary steam…
Seven key charts worth keeping an eye on…
This Monday’s market update from Betashares’ David Bassanese…
Market close summary (video)…
ETFs have become extremely popular in recent years, but can you have too many? How many ETFs do you really need?
Vanguard’s economic outlook (Australia and global)…
A great opportunity to reduce tax and boost your retirement nest egg…
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?
Are markets close to the top? Does it really matter?