Westmount Financial, Superannuation, Investing, Investment planning
Rick Maggi
Strong returns, but sustainable?

With the 2025/24 financial year now in the rearview mirror, its safe to say that despite extreme volatility, the year was another winner for investors. But can this continue?

Strong returns, but sustainable?

Retirement

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Sweet spot...

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Sweet spot...

Jason Todd, Head of Wealth Management Investment Strategy at Macquarie Group, presents an excellent summary current economic and market conditions…

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The importance of starting point valuations...

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The importance of starting point valuations...

It makes sense that the cheaper you buy an asset the higher its prospective return will be. However, this is frequently forgotten with investors often tempted to project recent returns into the future regardless of valuations…

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Rates remain unchanged...

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Rates remain unchanged...

The RBA has left rates on hold at their effective lower bound of 0.1 per cent, saying, “The board remains committed to maintaining highly supportive monetary conditions until its goals are achieved.”

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The risks in hunting for higher returns...

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The risks in hunting for higher returns...

How much investment risk are you willing to take?

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Let's talk about a market downturn...

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Let's talk about a market downturn...

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

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How to achieve investment success in 2021...

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How to achieve investment success in 2021...

Elon Musk, the 49-year-old founder of U.S.-listed electric vehicle maker Tesla, generated global headlines once again last week when he achieved the status as the world's richest person….

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The perks of staying invested...

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The perks of staying invested...

Around this time last year, as with every year, forecasts of how investment markets would perform in 2020, were in abundance…Read on

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Money pours into ETFs...

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Money pours into ETFs...

As many of us begin to adjust our lives to a COVID normal Australia, some of us are emerging from the lockdown experience armed with new skills or hobbies picked up since the pandemic impact hit in the first quarter of the year…

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2020: From Pandemic to Recovery...

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2020: From Pandemic to Recovery...

2020 didn’t exactly turn out the way I or many expected a year ago…

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COVID & Responsible Investing...

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COVID & Responsible Investing...

The pandemic has been described as the ultimate test for the performance of funds that consider environmental, social, governance factors, writes Clifford Fram. The early evidence shows they are outperforming their peers…

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Important changes to superannuation...

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Important changes to superannuation...

For better or worse, superannuation rules continue to evolve. However, from July 1, 2020, new rules were introduced making contributing to superannuation in your later years just the little bit easier…

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Don't be retiring when you're retired...

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Don't be retiring when you're retired...

For many retirees, low-risk assets such as cash and government-backed bonds are often seen as the safest ways of protecting capital over the long term. Yet, depending on your broad retirement goals and tolerance for risk, putting all your eggs into one or two asset classes will most likely expose you to investment hazards over the long term…