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) 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 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 31 May 2024 US Elections, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Stocks, Rick Maggi, Politics, Market/Economic Update, Market Wrap, Market Risk, Investing US Presidential Election: Implications for investors... Rick Maggi 31 May 2024 US Elections, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Stocks, Rick Maggi, Politics, Market/Economic Update, Market Wrap, Market Risk, Investing An excellent summation from AMP’s Dr Shane Oliver…
Rick Maggi 13 May 2024 Betashares, Market Wrap, Market/Economic Update, Westmount Financial, Rick Maggi 4th time lucky? Rick Maggi 13 May 2024 Betashares, Market Wrap, Market/Economic Update, Westmount Financial, Rick Maggi This week’s market review from Betashares’ David Bassanese…
Rick Maggi 24 April 2024 Superannuation, Tax Deductions, SMSF, Small Business, Salary Sacrfice, Pensions, Westmount Financial, Rick Maggi Tip #2: Understand your 'Total Superannuation Balance' (TSB).... Rick Maggi 24 April 2024 Superannuation, Tax Deductions, SMSF, Small Business, Salary Sacrfice, Pensions, Westmount Financial, Rick Maggi Sounds a little boring or obvious doesn’t it? But knowing your Total Superannuation Balance or ‘TSB’ will give you (and your Financial Advisor) a clear eligibility pathway to taking advantage of generous super concessions.
Rick Maggi 31 January 2024 Westmount Financial, Rick Maggi, Interest Rates Record high! Markets think the RBA is done... Rick Maggi 31 January 2024 Westmount Financial, Rick Maggi, Interest Rates Time to crack open the champagne?
Rick Maggi 9 January 2024 Beginners, Budgeting, Children Savings, Children's Finance, Educational, Investing, Westmount Financial, Rick Maggi Children/Grandchildren: Planning for the future (an invitation)... Rick Maggi 9 January 2024 Beginners, Budgeting, Children Savings, Children's Finance, Educational, Investing, Westmount Financial, Rick Maggi ‘Planning for the future’ starts earlier than you might think…
Rick Maggi 3 November 2023 Educational, Westmount Financial, Rick Maggi Panic: Informed or inundated? Rick Maggi 3 November 2023 Educational, Westmount Financial, Rick Maggi Panic is self-inflicted harm. There’s a better way forward…
