Rick Maggi

8 June 2023

Goal Setting, Financial Planning, Westmount Financial, Wealth Accumulation

New year, new you...

Rick Maggi

8 June 2023

Goal Setting, Financial Planning, Westmount Financial, Wealth Accumulation

A new financial year can bring a chance to reset and focus on the goals that matter most. Here are some suggestions framed in the context of common new year's resolutions…

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

17 February 2021

Goal Setting, Inflation, Interest Rates, Investing, Investment Fees, Market Risk, Market/Economic Update, Strategy, Superannuation, Retirement, Wealth Accumulation

Let's talk about a market downturn...

Rick Maggi

17 February 2021

Goal Setting, Inflation, Interest Rates, Investing, Investment Fees, Market Risk, Market/Economic Update, Strategy, Superannuation, Retirement, Wealth Accumulation

It’s always the right time to talk about long-term investing, and now might be a particularly good time…

Rick Maggi

1 September 2020

Budgeting, Debt Management, Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Financial Stress, Goal Setting, Investing, Lifestyle, Loans, Educational

Don't let overspending be your undoing...

Rick Maggi

1 September 2020

Budgeting, Debt Management, Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Financial Stress, Goal Setting, Investing, Lifestyle, Loans, Educational

Don't let overspending be your undoing...

Do you struggle to control your spending around your friends and family? If the urge to ‘keep up’ with a certain lifestyle is stretching your finances, it could be time to take action…

Rick Maggi

20 August 2020

Financial Advice, Financial Planning, Goal Setting, Investing, Shares, Strategy, Superannuation, Wealth Accumulation, Wellbeing

A beginners guide to long-term wealth...

Rick Maggi

20 August 2020

Financial Advice, Financial Planning, Goal Setting, Investing, Shares, Strategy, Superannuation, Wealth Accumulation, Wellbeing

A beginners guide to long-term wealth...

It's often said that starting out early on one's investing journey will deliver good long-term results…

Rick Maggi

10 August 2020

Financial Planning, Financial Advice, Goal Setting, Wellbeing, Wealth Accumulation

Keeping success in your sights...

Rick Maggi

10 August 2020

Financial Planning, Financial Advice, Goal Setting, Wellbeing, Wealth Accumulation

When the economy slows, your investments are down, or your job is on the line, it’s easy to lose faith and give up on your dreams…

Rick Maggi

14 July 2020

Educational, Financial Advice, Financial Planning, Goal Setting, Wellbeing, Superannuation

Financial wellbeing...a pillar of good health

Rick Maggi

14 July 2020

Educational, Financial Advice, Financial Planning, Goal Setting, Wellbeing, Superannuation

Financial wellbeing...a pillar of good health

Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. So what is financial wellbeing and how can you improve yours?

Rick Maggi

27 May 2020

Retirement, SMSF, Superannuation, Financial Advice, Financial Planning, Goal Setting

A guide to retiring in Australia...

Rick Maggi

27 May 2020

Retirement, SMSF, Superannuation, Financial Advice, Financial Planning, Goal Setting

The facts and figures of retirement in Australia…

Rick Maggi

19 May 2020

Covid-19, Coronavirus, Debt Management, Financial Advice, Financial Planning, Goal Setting

Post Covid-19: Get on top of your finances...

Rick Maggi

19 May 2020

Covid-19, Coronavirus, Debt Management, Financial Advice, Financial Planning, Goal Setting

Post Covid-19: Get on top of your finances...

As lockdown restrictions begin to ease Australia-wide, a new normal is emerging for businesses and employees. Here we explore the roadmap out of lockdown and what lies ahead for our finances…

Rick Maggi

24 May 2019

Goal Setting, Lifestyle, Well Being, Wealth Accumulation, Women Advice

7 learnings that redefine success...

Rick Maggi

24 May 2019

Goal Setting, Lifestyle, Well Being, Wealth Accumulation, Women Advice

What does it mean to be successful? This was the question facing Katrina McCarter – founder and CEO of Marketing to Mums – in her presentation at the recent Financial Executive Women (FEW) Leadership Conference…

Rick Maggi

24 February 2019

budgeting, Educational, Financial Planning, Financial Advice, Goal Setting, Family

Teens heading off to Uni: 5 Chats

Rick Maggi

24 February 2019

budgeting, Educational, Financial Planning, Financial Advice, Goal Setting, Family

With the HSC exams finished and new graduates about to begin the next stage of their education, perhaps it’s a good time to start thinking about a new challenge ahead: how your teenager will fund his or her life at university…

Rick Maggi

22 January 2019

Budgeting, CFP, Educational, Family Finances, Financial Planning, Financial Advice, Goal Setting, Wealth Accumulation, Westmount Financial

Spend Less: 7 Mind Hacks

Rick Maggi

22 January 2019

Budgeting, CFP, Educational, Family Finances, Financial Planning, Financial Advice, Goal Setting, Wealth Accumulation, Westmount Financial

When it comes to spending money, your brain has a whole A to Z of biases steering you towards splashing out instead of sticking to your budget. Find out how these mind habits work and learn hacks to help you get the better of them…

Your No 1 Financial Focus, Decade By Decade...

Everyone has a different life journey they’re on. But getting on top of key financial goals as you follow your own path could see you enjoying a more comfortable lifestyle and being ready for the next chapter to begin. Read our guide to getting all your money matters sorted out, one decade at a time…

Rick Maggi

6 July 2018

Goal Setting, Well Being

Your money goals, and how to get there...

Rick Maggi

6 July 2018

Goal Setting, Well Being

Your money goals, and how to get there...

It’s easy to have big ideas about your financial future, but harder to achieve them. As most dieters know, you can follow the best dieting program, but struggle to stick to it…

Rick Maggi

29 June 2018

Family Finances, Financial Advice, Financial Planning, Goal Setting, Insurance/Risk, Lifestyle, Superannuation, Wills & Estate Planning

So you're starting a family...

Rick Maggi

29 June 2018

Family Finances, Financial Advice, Financial Planning, Goal Setting, Insurance/Risk, Lifestyle, Superannuation, Wills & Estate Planning

Starting a family will bring you plenty of joy, but it will also create many challenges. In addition to possible sleepless nights and changes in your lifestyle, it could also affect you financially…

Rick Maggi

4 May 2018

Educational, Financial Planning, Financial Advice, Goal Setting, Investing, Superannuation, Retirement

E+R=O, a formula for success

Rick Maggi

4 May 2018

Educational, Financial Planning, Financial Advice, Goal Setting, Investing, Superannuation, Retirement

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience…

Rick Maggi

19 April 2018

Budgeting, Children Savings, Children's Education, Family Finances, Financial Advice, Financial Planning, Financial Planning Assoc, Goal Setting, Self Development, Children's Finance

Money & other family values...

Rick Maggi

19 April 2018

Budgeting, Children Savings, Children's Education, Family Finances, Financial Advice, Financial Planning, Financial Planning Assoc, Goal Setting, Self Development, Children's Finance

At a time when spending is becoming ever more streamlined, it’s even more important for kids to understand the value of money. But how can parents and schools teach important money lessons without making kids feel anxious about not having enough or want more than they really need? Discover tools and concepts that can help with financial literacy, at home and in schools...

Rick Maggi

9 April 2018

Budgeting, Educational, Goal Setting, Well Being, Wealth Accumulation

Share your goals for a stronger relationship

Rick Maggi

9 April 2018

Budgeting, Educational, Goal Setting, Well Being, Wealth Accumulation

Share your goals for a stronger relationship

So you’re convinced that love conquers all and money matters can’t possibly come between you and your partner. Some recent stats about from Relationships Australia might make you think again...

Rick Maggi

16 March 2018

Educational, Financial Advice, Financial Planning, Goal Setting

Can you afford not to have a plan?

Rick Maggi

16 March 2018

Educational, Financial Advice, Financial Planning, Goal Setting

Many people wonder if they can afford a financial planner, or whether they even have enough money to justify one. As Simon Clifford writes, people can't afford to not have a financial planner, or a plan...

Rick Maggi

12 March 2018

Budgeting, Children's Education, Educational, Financial Planning, Financial Advice, Financial Planning Assoc, FPA, Goal Setting, Investing, School Fees, Self Development, Wealth Accumulation, Well Being, Children Savings

Teach Your Children Well

Rick Maggi

12 March 2018

Budgeting, Children's Education, Educational, Financial Planning, Financial Advice, Financial Planning Assoc, FPA, Goal Setting, Investing, School Fees, Self Development, Wealth Accumulation, Well Being, Children Savings

As we move towards a cashless society, how do we teach children that money comes from hard work and good financial management and not some magic money pot in the sky?