Rick Maggi

2 March 2024

Women Advice, Well Being, Westmount Financial, Wealth Accumulation, Value of Advice

Talking about money with your partner...

Rick Maggi

2 March 2024

Women Advice, Well Being, Westmount Financial, Wealth Accumulation, Value of Advice

Talking about money with your partner...

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…

Rick Maggi

22 February 2024

Retirement, Superannuation

Super caps to rise on July 1...

Rick Maggi

22 February 2024

Retirement, Superannuation

A great opportunity to reduce tax and boost your retirement nest egg…

Rick Maggi

23 February 2023

Economics, Pensions, Retirement, Superannuation, Westmount Financial, Wealth Accumulation, Vanguard

The economic star you need to look for...

Rick Maggi

23 February 2023

Economics, Pensions, Retirement, Superannuation, Westmount Financial, Wealth Accumulation, Vanguard

The economic star you need to look for...

An excellent article from Tony Kaye, worth a read…

Rick Maggi

23 March 2022

Home Loans, Home Ownership vs Renting, Home Deposit

Investing for a house deposit...

Rick Maggi

23 March 2022

Home Loans, Home Ownership vs Renting, Home Deposit

Despite it seeming increasingly difficult to get on the property ladder, there are still a few ways younger investors can realistically work towards a house deposit…

Rick Maggi

24 February 2022

Financial Advice, Financial Planning, Investing, Market volatility, Well Being, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation

How far has your portfolio drifted?

Rick Maggi

24 February 2022

Financial Advice, Financial Planning, Investing, Market volatility, Well Being, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation

Portfolio drift causes your strategic allocation to specific asset classes to move out of alignment. Here's why ignoring the drift can be detrimental over time…

Rick Maggi

20 December 2021

Goal Setting, Financial Planning, Financial Advice, 2022

Get set for financial success in 2022!

Rick Maggi

20 December 2021

Goal Setting, Financial Planning, Financial Advice, 2022

With a new year just around the corner, now’s the perfect time to say bye-bye to bad habits and get your finances on track…

Rick Maggi

1 July 2021

Educational, Wealth Accumulation, Investing, Beginners

5 investing tips for beginners...

Rick Maggi

1 July 2021

Educational, Wealth Accumulation, Investing, Beginners

New year, new beginning. Here are five investing tips for those who are just starting their investment journey…

Rick Maggi

1 July 2021

Tax Return, Tax Deductions

Tax time: Calculating investment and income deductions

Rick Maggi

1 July 2021

Tax Return, Tax Deductions

Tax time: Calculating investment and income deductions

Here's a check list of what you will need to include in your 2020-21 income tax return…

Rick Maggi

15 March 2021

Dividends, Income, Shares, Retirement, Superannuation

A mixed season for dividends

Rick Maggi

15 March 2021

Dividends, Income, Shares, Retirement, Superannuation

The variability in company dividends can be a concern for those reliant on dividend payouts for income. In this low yield environment, it may be prudent to consider a total-returns approach instead…

Rick Maggi

11 March 2021

Real Estate, Property

Buying a home? Read this first...

Rick Maggi

11 March 2021

Real Estate, Property

Thinking about making a sea-change or tree-change? Wondering if it’s a good time to buy in the city? With house prices rising fast across most of the country, here’s what you need to know to get onto the property ladder.

Rick Maggi

19 January 2021

Investing, Westmount Financial, Wealth Accumulation, Superannuation, Retirement

The perks of staying invested...

Rick Maggi

19 January 2021

Investing, Westmount Financial, Wealth Accumulation, Superannuation, Retirement

Around this time last year, as with every year, forecasts of how investment markets would perform in 2020, were in abundance…Read on

Rick Maggi

18 September 2020

Economics, Educational, Financial Planning, Investing, SMSF, Superannuation, Retirement, Wealth Accumulation

Important changes to superannuation...

Rick Maggi

18 September 2020

Economics, Educational, Financial Planning, Investing, SMSF, Superannuation, Retirement, Wealth Accumulation

For better or worse, superannuation rules continue to evolve. However, from July 1, 2020, new rules were introduced making contributing to superannuation in your later years just the little bit easier…

Rick Maggi

16 September 2020

Financial Advice, Financial Planning, Investing, Wealth Accumulation, Superannuation, Strategy

Survey: Investment preferences of the young...

Rick Maggi

16 September 2020

Financial Advice, Financial Planning, Investing, Wealth Accumulation, Superannuation, Strategy

Survey: Investment preferences of the young...

ASX recently published its annual investor study which this year surveyed over 5,000 investors on their investment preferences and priorities…

Rick Maggi

14 September 2020

CFP, Financial Planning Assoc, Financial Planning, Financial Advice

Choosing the right financial advice

Rick Maggi

14 September 2020

CFP, Financial Planning Assoc, Financial Planning, Financial Advice

Whatever your life stage, making the right decisions about your financial situation has never been more important…

Rick Maggi

20 February 2020

Educational, Economics, Investing

Advice to the next generation...

Rick Maggi

20 February 2020

Educational, Economics, Investing

Following his recent triumph at the 2020 Australian Open, world number one Novak Djokovic was asked if he had any advice for the next generation of tennis players…