Rick Maggi CFP, Financial Advisor (Perth) 7 December 2024 Superannuation, Retirement, Retirement Planning Retirement: Is $70,000 a year enough? Rick Maggi CFP, Financial Advisor (Perth) 7 December 2024 Superannuation, Retirement, Retirement Planning Retirement is multi-dimensional and deserves deeper thinking…
Rick Maggi CFP, Financial Advisor (Perth) 5 December 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Investing 5 steps to build a diversified portfolio... Rick Maggi CFP, Financial Advisor (Perth) 5 December 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Investing If you’re looking to build a diversified investment portfolio, here are five steps to get you started…
Rick Maggi CFP, Financial Advisor (Perth) 24 November 2024 Aged Care, Retirement, Retirement Planning, Financial Advice Planning for your Aged Care future... Rick Maggi CFP, Financial Advisor (Perth) 24 November 2024 Aged Care, Retirement, Retirement Planning, Financial Advice It’s complicated and confronting, but planning for Aged Care deserves your attention…
Rick Maggi CFP, Financial Advisor (Perth) 23 November 2024 Age Pension, Retirement Planning, Superannuation, Financial Advice Understanding the Age Pension... Rick Maggi CFP, Financial Advisor (Perth) 23 November 2024 Age Pension, Retirement Planning, Superannuation, Financial Advice A basic introduction to the Age Pension system in Australia…
Rick Maggi CFP, Financial Advisor (Perth) 12 November 2024 Westmount Financial, Wealth Accumulation, Risk, Superannuation, Retirement Planning Thinking about diversification differently... Rick Maggi CFP, Financial Advisor (Perth) 12 November 2024 Westmount Financial, Wealth Accumulation, Risk, Superannuation, Retirement Planning Diversification strategies beyond asset allocation…
Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing Rates remain on hold... Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing While some were disappointed, the writing was on the wall…
Rick Maggi CFP, Financial Advisor (Perth) 30 October 2024 Superannuation, Retirement, Retirement Planning The super 'nudge' we all need... Rick Maggi CFP, Financial Advisor (Perth) 30 October 2024 Superannuation, Retirement, Retirement Planning Making extra constributions can go a long way…
Rick Maggi CFP, Financial Advisor (Perth) 28 October 2024 Retirement, Retirement Planning, Rick Maggi Working longer or retiring earlier? Rick Maggi CFP, Financial Advisor (Perth) 28 October 2024 Retirement, Retirement Planning, Rick Maggi How and when Australians retire…
Rick Maggi CFP, Financial Advisor (Perth) 22 October 2024 Housing, Property, Westmount Financial, Wealth Accumulation, Retirement Planning Global housing trends... Rick Maggi CFP, Financial Advisor (Perth) 22 October 2024 Housing, Property, Westmount Financial, Wealth Accumulation, Retirement Planning Australia’s relatively lower homeownership rate is one sign of the housing affordability problem. Other metrics show a similar issue…
Rick Maggi CFP, Financial Advisor (Perth) 4 October 2024 Financial Advice, Financial Planning, Finding Financial Advisor, Westmount Financial, Wealth Accumulation, Trusted Advice, Superannuation, Retirement, Retirement Planning, Rick Maggi The value of financial advice... Rick Maggi CFP, Financial Advisor (Perth) 4 October 2024 Financial Advice, Financial Planning, Finding Financial Advisor, Westmount Financial, Wealth Accumulation, Trusted Advice, Superannuation, Retirement, Retirement Planning, Rick Maggi The FAAA’s latest research has shown that not only has trust in financial advisers hit record highs,..
Rick Maggi CFP, Financial Advisor (Perth) 24 September 2024 Interest Rates, Retirement Planning, Retirement RBA holds cash rate... Rick Maggi CFP, Financial Advisor (Perth) 24 September 2024 Interest Rates, Retirement Planning, Retirement It's all about inflation...
Rick Maggi 15 September 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Retirement, Investing Watch the 2024 Vanguard Index Chart video... Rick Maggi 15 September 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Retirement, Investing See how a $10,000 investment into different assets would have grown over 30 years…
Rick Maggi 9 August 2024 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning 3 tips for building a good portfolio... Rick Maggi 9 August 2024 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning On a more positive note, here are some basic principles to help give investors the best chance of success…
Rick Maggi 17 July 2024 ETFs, Retirement Planning Using ETFs for passive income... Rick Maggi 17 July 2024 ETFs, Retirement Planning Passive income is finally getting the recognition it deserves…
Rick Maggi 2 July 2024 Westmount Financial, Wealth Accumulation, Superannuation, Shares, Rick Maggi, Retirement Planning, Retirement, Market/Economic Update Another strong year - but can this continue? Rick Maggi 2 July 2024 Westmount Financial, Wealth Accumulation, Superannuation, Shares, Rick Maggi, Retirement Planning, Retirement, Market/Economic Update 2023-24 saw strong investment returns - but can this continue much longer?
Rick Maggi 25 June 2024 Westmount Financial, Retirement Planning, Superannuation Retirement: The fear of running out... Rick Maggi 25 June 2024 Westmount Financial, Retirement Planning, Superannuation An interesting research report exposes the very real fear of ‘longevity risk’ in our community…
Rick Maggi 19 June 2024 Retirement, Retirement Planning Why you should have a retirement plan... Rick Maggi 19 June 2024 Retirement, Retirement Planning Interesting retirement insights from Vanguard’s latest research…
