Rick Maggi

29 April 2024

Taxation

What are the stage 3 tax cuts?

Rick Maggi

29 April 2024

Taxation

The third stage of the tax cuts that were announced in the 2018-19 Budget and amended in the 2019-20 Budget have been further amended by legislation enacted in March 2024. So what are they?

Rick Maggi

29 April 2024

Superannuation, Super taxes, Westmount Financial, Wealth Accumulation

Tip #4: Are salary sacrifice strategies still effective?

Rick Maggi

29 April 2024

Superannuation, Super taxes, Westmount Financial, Wealth Accumulation

Tip #4: Are salary sacrifice strategies still effective?

An EOFY tip on salary sacrificing into superannuation…

Rick Maggi

24 April 2024

Diversification, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, SMSF, Retirement, Pensions, Investment strategy, Investing, Index Funds, Financial Planning, Financial Advice

Building resilient portfolios through diversification...

Rick Maggi

24 April 2024

Diversification, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, SMSF, Retirement, Pensions, Investment strategy, Investing, Index Funds, Financial Planning, Financial Advice

Building resilient portfolios through diversification...

Does diversification still make sense?

Rick Maggi

5 April 2024

Retirement, Westmount Financial

Life in retirement keeps getting more expensive...

Rick Maggi

5 April 2024

Retirement, Westmount Financial

Life in retirement keeps getting more expensive...

The Age Pension still falls short…

Rick Maggi

15 March 2024

ASX, Shares, Westmount Financial, Wealth Accumulation

Markets end the week down...

Rick Maggi

15 March 2024

ASX, Shares, Westmount Financial, Wealth Accumulation

A rough week for the markets, but energy shines…

Rick Maggi

29 February 2024

Giving your portfolio a caffeine inspired boost...

Rick Maggi

29 February 2024

Giving your portfolio a caffeine inspired boost...

Inflation may be coming off its high, but the retail price of coffee isn’t likely to lose any monetary steam…

Rick Maggi

5 May 2021

Economics

What to watch over the remainder of 2021...

Rick Maggi

5 May 2021

Economics

What to watch over the remainder of 2021...

Geopolitical risks have taken in a backseat in recent years - are they making a comeback?

Rick Maggi

22 April 2021

Investing, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation, Vanguard, Westmount Financial

Active, index, or both?

Rick Maggi

22 April 2021

Investing, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation, Vanguard, Westmount Financial

Instead of choosing between index and active investing, consider the core-satellite approach wherein the best aspects of both strategies are combined to construct a portfolio…