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 for a 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