Financial & Retirement Advice in Perth…
RICK MAGGI Certified Financial Planner, Managing Director of Westmount Financial (Perth CBD).
Perth-based Financial Advisor Rick Maggi has dedicated over 40 years to helping clients achieve financial independence, offering investment and retirement solutions that are both resilient and refreshingly simple to manage.
With experience guiding clients through various economic cycles, geopolitical shifts, and personal life changes, Rick understands the value of accessible, thoughtful financial advice and continuous support. Founded in 1977, Westmount Financial embodies this commitment to clarity and stability in financial planning.
A clear path FORWARD
Clarity is the cornerstone of success.
Your financial and retirement goals—whatever they may be—are far more attainable when your vision, priorities, and values are front and center in your decision-making process.
Research shows that individuals who work with a Financial Advisor often report greater happiness, increased wealth, and a stronger sense of control over their future. Reflecting this, the demand for authentic, goals-based financial advice has surged in recent years.
With an expanding range of financial planning services now available, consumer choice has never been better. While many Australians gravitate toward a more accessible and tailored approach, it’s essential to assess your unique circumstances carefully—after all, there’s no one-size-fits-all solution.
Keeping it simple
Taking the time to reflect on what truly matters to you should be an enjoyable and enriching experience—not a burden.
A seasoned Financial Advisor can help you gain clarity on your goals and design actionable strategies to achieve your desired lifestyle and retirement outcomes. They also provide consistent support for you and your family throughout your financial journey.
At Westmount, our mission is straightforward: to inform, simplify, and support. We strive to unravel the complexities of retirement planning and wealth management, empowering our clients with the knowledge and confidence to make sound financial decisions with ease.
If retirement has been occupying your thoughts lately, you’re likely picturing a future filled with travel, hobbies, well-deserved “me-time,” and finally savoring experiences you’ve put off for years. It’s a vision of clear skies ahead.
At the same time, you may be quietly running the numbers, wondering whether you can retire comfortably—or perhaps scale back to just a few days of work each week. If these thoughts resonate, now is the perfect moment to tackle these questions head-on.
By taking the time to unravel the retirement puzzle, you can not only fortify your financial outlook but also embrace a greater sense of calm, confidence, and certainty about the years ahead.
If you find yourself at this pivotal crossroads, seeking guidance from a seasoned Financial Advisor can provide invaluable clarity and a trusted second opinion.
A fresh focus
As 2024 comes to a close, the world faces a convergence of economic and geopolitical challenges, including persistent inflation, elevated interest rates, Trump 2.0, a faltering Chinese economy, and protracted conflicts in Ukraine and the Middle East. Despite Australia’s economy avoiding a technical recession so far, domestic confidence remains subdued under the weight of these uncertainties.
In such turbulent times, pausing to evaluate the broader landscape can provide valuable clarity and peace of mind, fostering both financial security and personal resilience. Successfully navigating the path ahead will require a balanced perspective and a disciplined strategy.
As you look to 2025, consider distancing yourself from sensationalist headlines and market speculation. Instead, channel your focus toward crafting a structured, step-by-step financial plan tailored to support your long-term aspirations.
Engage the expertise of an experienced Financial Advisor for a second opinion to refine your strategy and ensure it aligns with your vision for the future.
Rick Maggi CFP, Financial Advisor (Perth), Westmount Financial.
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