Westmount Financial; Rick Maggi; Perth Financial Adviser Planner

Succession: Planning your financial legacy...

Succession: Planning your financial legacy...

Beyond accumulating wealth over time, planning your financial legacy is one of the most important aspects of estate planning. With the greatest family wealth transfer set to occur in the next 20 to 30 years, here are a few things investors should consider when planning…

Inflation, diversification, and the 60/40 portfolio

Inflation, diversification, and the 60/40 portfolio

Inflation is on the rise and some investors are now beginning to wonder: will stock and bond returns start to to move in tandem?

Staying 'active' in retirement...

Staying 'active' in retirement...

Vanguard's 2021 Index Chart demonstrates why taking an active role in your investments and ensuring you are adequately diversified is just as important in retirement as it is before you stop working…

Superannuation health check...

Superannuation health check...

Does your super deserve a clean bill of health? Managing your super might seem tricky, but it doesn’t need to be. With a few simple tweaks, you can put the basics in place to last you a lifetime. Here’s how to do a quick and easy health-check on your super.