A Clear PATH FORWARD
Clarity changes everything. When your financial decisions are grounded in your vision, priorities, and values, your goals — including retirement — suddenly feel a lot more within reach.
A good Financial Advisor brings clarity to your goals, builds practical strategies, and moves you more confidently toward the lifestyle and retirement you're working toward — with thoughtful, ongoing support every step of the way.
Good advice cuts through the complexity of retirement planning and wealth management, giving you the confidence and insight to make smarter financial decisions — without the overwhelm.
Rick Maggi | CFP® | Managing Director, Westmount Financial
For over four decades, Rick Maggi has helped individuals and families across Perth navigate the complexities of personal finance — building investment strategies and retirement plans that are robust, clear, and built to last.
Having guided clients through shifting markets, geopolitical uncertainty, and the full spectrum of life's financial milestones, Rick brings a rare depth of perspective to every client relationship. His approach is grounded in one core belief: that good financial advice should be accessible, practical, and consistently supported over time.
RETIREMENT ON THE HORIZON?
If retirement has been on your mind, you're likely envisioning what's next — travel, passions you've set aside, and the freedom to finally live life on your own terms.
But alongside that excitement, there's often a quieter question: Can I actually afford to retire the way I want to? Whether you're thinking about full retirement or simply easing back to part-time, it's a question worth answering sooner rather than later.
Taking a clear, honest look at your financial position won't just strengthen your balance sheet — it will give you something equally valuable: confidence. Knowing where you stand transforms uncertainty into a plan, and a plan into peace of mind.
2026: TIME FOR A RE-THINK?
The new year brings a familiar mix of uncertainty — geopolitical tensions, the rapid rise of AI, sticky inflation, and elevated interest rates. Australia's outlook remains relatively steady, but the underlying risks are real.
In times like these, taking a long-view perspective might just be one of the smartest moves you can make.
Navigating the next few years well will take thoughtful planning and a steady hand. Working with an experienced Financial Advisor keeps you on track, helps you adapt as markets shift, and keeps your long-term goals front and centre — whatever the headlines say.
Rick Maggi CFP, Financial Advisor (Perth), Westmount Financial.
Stay INFORMED. STAY AHEAD…
