Rick Maggi 28 March 2025 Superannuation, SMSF Election 2025: Div 296 officially lapses... Rick Maggi 28 March 2025 Superannuation, SMSF This morning’s election announcement changes everything…
Rick Maggi 26 February 2025 Superannuation, SMSF, ATO, Retirement Planning ATO cracks down on SMSF breaches... Rick Maggi 26 February 2025 Superannuation, SMSF, ATO, Retirement Planning Tread carefully, SMSF breaches are under the microscope for SMSF trustees…
Rick Maggi 21 February 2025 Downsizing, Downsizer Contributions, Superannuation Downsizing your home and upsizing your super... Rick Maggi 21 February 2025 Downsizing, Downsizer Contributions, Superannuation The fear of ruiing out of money in retirement is a key issue for many Australians…
Rick Maggi 6 February 2025 Financial Planning, Pensions, Retirement, Retirement Planning, Superannuation, Transition to Retirement (TTR), Transfer Balance Cap Moving from super to pension... Rick Maggi 6 February 2025 Financial Planning, Pensions, Retirement, Retirement Planning, Superannuation, Transition to Retirement (TTR), Transfer Balance Cap A step by step guide to shifting your super to pension mode…
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...
