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) 4 December 2024 Superannuation Making the most of super this month... Rick Maggi CFP, Financial Advisor (Perth) 4 December 2024 Superannuation So what can you potentially do to get more into your super? Here are six options…
Rick Maggi CFP, Financial Advisor (Perth) 27 November 2024 Investing, Superannuation, Stocks, Strategy, Wealth Accumulation, Volatility Overcoming investment fears... Rick Maggi CFP, Financial Advisor (Perth) 27 November 2024 Investing, Superannuation, Stocks, Strategy, Wealth Accumulation, Volatility It can be scary out there - markets are volatile, and fears are rising. So how can you push past the fear and begin investing?
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) 19 November 2024 Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Investing Trump 2.0: Market reaction so far... Rick Maggi CFP, Financial Advisor (Perth) 19 November 2024 Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Investing The economic and financial environment today is more challenging today than 2017 was, so what could this mean to a second term Trump presidency?
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) 23 October 2024 Superannuation Hidden fees are a super problem... Rick Maggi CFP, Financial Advisor (Perth) 23 October 2024 Superannuation The super fees you’re probably being charged. It’s key to compare like with like…
Rick Maggi CFP, Financial Advisor (Perth) 16 October 2024 Westmount Financial, Well Being, Superannuation, Retirement, Aged Care Caregiving can have a retirement sting... Rick Maggi CFP, Financial Advisor (Perth) 16 October 2024 Westmount Financial, Well Being, Superannuation, Retirement, Aged Care Around 3 million Australians are unpaid caregivers. Most face a risk…
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) 26 September 2024 Bonds, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy Adding bonds to your investment mix (video)... Rick Maggi CFP, Financial Advisor (Perth) 26 September 2024 Bonds, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy Bonds can play an important role in investment portfolios, especially as Term Deposit rates contribute to fall. But what exactly are they?
Rick Maggi CFP, Financial Advisor (Perth) 25 September 2024 Economics, Market Wrap, Wealth Accumulation, Vanguard, Superannuation, Retirement September economic outlook... Rick Maggi CFP, Financial Advisor (Perth) 25 September 2024 Economics, Market Wrap, Wealth Accumulation, Vanguard, Superannuation, Retirement Vanguard's latest forecasts for investment returns and iron-by-region economic outlook...
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 22 August 2024 Wealth Accumulation, Superannuation, Stocks, Shares Why super and growth assets really are long term investments... Rick Maggi 22 August 2024 Wealth Accumulation, Superannuation, Stocks, Shares Another excellent article from Dr Shane Oliver...
Rick Maggi 21 August 2024 Superannuation, Retirement A rear-vision roadmap to greater retirement heights... Rick Maggi 21 August 2024 Superannuation, Retirement Staying the course...
Rick Maggi 8 July 2024 Westmount Financial, Superannuation Superannuation Changes from 1 July 2024... Rick Maggi 8 July 2024 Westmount Financial, Superannuation Here are the superannuation changes you need to know about…
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…