Peace of mind.

“
Someone’s sitting in the shade today
because someone planted a tree
a long time ago.
”

— Warren Buffett

You deserve a comfortable retirement, making the most of those experiences you may have been putting off for many years.

Starting with an easy to understand, clearly defined retirement blueprint, a qualified financial adviser can help to boost investment returns, protect capital, and navigate through any number of challenges that might come your way.

Since 1977, we’ve been helping clients achieve their financial independence through a combination of proven, time-tested retirement strategies, backed-up with reliable ongoing support.

Downsizing your home?...

Many retirees find they want a smaller home, or a home more suited to their empty-nest requirements. For some, selling the family home can be a great way to release built-up equity to pay for retirement living expenses or in-home support that will allow them to stay home longer.

From 1 July 2018, Australians aged 65 years or older have been able to make a non-concessional (after tax) contribution into their super account from the sale proceeds of their family home.

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The advice and guidance received from Rick Maggi has been of the highest standard and manifestly unbiased.

Vince & Julie (Mosman Park)

One of the most important aspects of having Rick as my adviser, is his accessibility. I have never had a time when he hasn't responded in a timely manner.

Alan (Launceston)

Westmount is highly recommended to anyone seeking quality advice.

Lee & Val (Mosman Park)

Over the last 34 years, I have always found them to be trustworthy and reliable in all business matters - and their staff are always polite and helpful.

David & Rae (Dunsborough)

What we appreciate the most about our relationship with Westmount is the absolute respect and personal consideration that is shown to us. We value our relationship with Rick immensely.

Peter & Carol (Swan Valley)

The attention I have received from Rick and his staff at Westmount has always been of the highest order - they have not disappointed me.

Ron & Shirley (Banjup)

Rick manages to break down complex issues into simple laymen's language. He is perceptive in his assessment of our needs and aspirations and always extremely personable and informative.

David & Joanna (Helena Valley)

Rick's guidance and support have been greatly appreciated, particularly through turbulent times. It is our intention to remain advised and guided by Westmount well into the future.

Lorna & Lionel (Piesse Brook)