Rick Maggi

21 July 2023

Educational, ETFs, Financial Advice, Investing, Superannuation, Wealth Accumulation

Ways to use ETFs in your portfolio...

Rick Maggi

21 July 2023

Educational, ETFs, Financial Advice, Investing, Superannuation, Wealth Accumulation

ETFs have become a hugely popular investment product around the world because they are relatively low cost and highly accessible to the everyday investor. Here’s how to build them into your portfolio…

Rick Maggi

11 July 2023

budgeting, Educational, Economics, Finance, Financial Advice, Financial Planning

15 common sense tips to help manage your finances...

Rick Maggi

11 July 2023

budgeting, Educational, Economics, Finance, Financial Advice, Financial Planning

15 common sense tips to help manage your finances...

Some common-sense tips from AMP’s Dr Shane Oliver…

Rick Maggi

30 April 2023

Educational, Westmount Financial, Wealth Accumulation, Vanguard

How much time and money do you really need to start investing?

Rick Maggi

30 April 2023

Educational, Westmount Financial, Wealth Accumulation, Vanguard

How much time and money do you really need to start investing?

You don’t need a large amount of money to begin building an investment portfolio…

Rick Maggi

27 April 2023

Dollar Cost Averaging, Educational, Investing, Stocks, Shares, Wealth Accumulation, Westmount Financial

How pausing contributions can add up...

Rick Maggi

27 April 2023

Dollar Cost Averaging, Educational, Investing, Stocks, Shares, Wealth Accumulation, Westmount Financial

Tempted to pause your savings investment strategy until “the dust settles” ? Think again…

Rick Maggi

9 March 2023

Educational, Westmount Financial, Wealth Accumulation

So what does it mean to be 'wealthy'?

Rick Maggi

9 March 2023

Educational, Westmount Financial, Wealth Accumulation

Bernard Salt’s new report on the meaning of wealth in 2023…

Rick Maggi

19 January 2023

Children's Education, Educational, Westmount Financial, Financial Planning

Saving for education...

Rick Maggi

19 January 2023

Children's Education, Educational, Westmount Financial, Financial Planning

Education is a gift that keeps on giving. If you are considering a private school this article is for you as we discuss how to save for your child’s education…

Rick Maggi

21 April 2022

Educational, Financial Advice, Financial Planning

How advice gets you closer to your goals...

Rick Maggi

21 April 2022

Educational, Financial Advice, Financial Planning

How advice gets you closer to your goals...

A recent Vanguard survey found that investors believed financial advice provides substantial portfolio, financial and emotional value, and got them closer to achieving their financial goals…

Rick Maggi

7 February 2022

Economics, Educational, Investing, Westmount Financial, Wealth Accumulation, Vanguard

Why investment predications can be likened to weather forecasts...

Rick Maggi

7 February 2022

Economics, Educational, Investing, Westmount Financial, Wealth Accumulation, Vanguard

Why investment predications can be likened to weather forecasts...

Investment forecasts, just like weather forecasts, should be used to help inform but not entirely drive decision-making…

Rick Maggi

19 December 2021

Educational, IPO, Shares, Wealth Accumulation, Superannuation, Stocks

The risks in new share market listings...

Rick Maggi

19 December 2021

Educational, IPO, Shares, Wealth Accumulation, Superannuation, Stocks

The risks in new share market listings...

Thinking of investing in a company that's about to list on the stock exchange? Here are some risks to consider before you leap into an IPO…

Rick Maggi

16 December 2021

Westmount Financial, Wealth Accumulation, Children Savings, Children's Education, Educational

A savings strategy for children's education...

Rick Maggi

16 December 2021

Westmount Financial, Wealth Accumulation, Children Savings, Children's Education, Educational

A savings strategy for children's education...

Having a strategy in place to pay for your childrens school education is essential. Here are a few ways you can approach paying for tuition that will help you stay ahead of the school fees curve.

Rick Maggi

13 December 2021

Economics, Educational, Market/Economic Update

Recovery to continue: A review of 2021, and outlook for 2022...

Rick Maggi

13 December 2021

Economics, Educational, Market/Economic Update

Recovery to continue: A review of 2021, and outlook for 2022...

An easy to read economic update and forecast…

Rick Maggi

1 July 2021

Educational, Wealth Accumulation, Investing, Beginners

5 investing tips for beginners...

Rick Maggi

1 July 2021

Educational, Wealth Accumulation, Investing, Beginners

New year, new beginning. Here are five investing tips for those who are just starting their investment journey…

Rick Maggi

30 June 2021

Educational, Financial Planning, Investing, Market Risk, Pensions, Retirement, SMSF, Strategy, Superannuation, Vanguard, Wealth Accumulation, Westmount Financial

What's your risk profile?

Rick Maggi

30 June 2021

Educational, Financial Planning, Investing, Market Risk, Pensions, Retirement, SMSF, Strategy, Superannuation, Vanguard, Wealth Accumulation, Westmount Financial

Your attitude to risk is one of the most important factors to consider when it comes to investing…

Rick Maggi

24 June 2021

Educational, Investing

Why there is also risk in not investing...

Rick Maggi

24 June 2021

Educational, Investing

Why there is also risk in not investing...

Many Australians know that investing will always come with some level of risk, namely the potential to lose money. In a recent Vanguard report on Australian attitudes towards investing, 20 per cent of those surveyed cited "worry of making a bad investment" as a barrier to investing.

Rick Maggi

10 June 2021

Educational, Investing, Retirement, Strategy, Superannuation, Trusted Advice, Wealth Accumulation, Westmount Financial

How often should you check your investment returns?

Rick Maggi

10 June 2021

Educational, Investing, Retirement, Strategy, Superannuation, Trusted Advice, Wealth Accumulation, Westmount Financial

How often should you check your investment returns?

Before you started reading this article, did you already do a check-up on your investment portfolio value? If you did, and do so just about every day, you're certainly not alone.