Rick Maggi

12 March 2020

Donald Trump, Economics, Coronavirus, Investing, Shares, Superannuation

Trump's effort backfires, ASX plunges 7%...

Rick Maggi

12 March 2020

Donald Trump, Economics, Coronavirus, Investing, Shares, Superannuation

Trump's effort backfires, ASX plunges 7%...

Donald Trump’s effort to calm markets has backfired. The ASX is well and truly in bear market territory, at least for now, as the fallout from coronavirus shakes global market confidence.

Rick Maggi

2 March 2020

Event Driven Update, Investing, Retirement, Superannuation

Coronavirus Update 2...

Rick Maggi

2 March 2020

Event Driven Update, Investing, Retirement, Superannuation

More on the market plunge and what you can do about it…

Rick Maggi

10 January 2020

Financial Planning, Financial Advice, Educational, Economics, Pensions, Retirement, Superannuation

2020: Investment Outlook (AMP)

Rick Maggi

10 January 2020

Financial Planning, Financial Advice, Educational, Economics, Pensions, Retirement, Superannuation

AMP’s Dr Shane Oliver breaks it all down with a list of lists for the macro investment outlook.

Rick Maggi

18 December 2019

Economics, Financial Advice, Investing, Market/Economic Update, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation

Vanguard economic outlook for 2020.

Rick Maggi

18 December 2019

Economics, Financial Advice, Investing, Market/Economic Update, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation

Read Vanguard’s economic outlook for 2020 and beyond…

Rick Maggi

27 September 2019

Strategy, Superannuation, Retirement, Investing, Interest Rates, Event Driven Update, Educational

Investment returns slowing...

Rick Maggi

27 September 2019

Strategy, Superannuation, Retirement, Investing, Interest Rates, Event Driven Update, Educational

More restrained investment returns predicted. Find out why…

Rick Maggi

2 July 2019

Economics, Investing, Westmount Financial, Wealth Accumulation, Superannuation, Strategy

2018-19: A rough ride, but ok in the end...

Rick Maggi

2 July 2019

Economics, Investing, Westmount Financial, Wealth Accumulation, Superannuation, Strategy

2018-19: A rough ride, but ok in the end...

The past financial year saw a roller coaster ride for investors. Share markets plunged into Christmas only to rebound over the last six months. This note reviews the last financial year and takes a look at the investment outlook for 2019-20…

Rick Maggi

24 June 2019

Economics, Educational, Interest Rates, Wealth Accumulation, Superannuation, Strategy, Stats, Shares

Don't fight the Fed, ECB, RBA...

Rick Maggi

24 June 2019

Economics, Educational, Interest Rates, Wealth Accumulation, Superannuation, Strategy, Stats, Shares

The Federal Reserve (Fed) and the European Central Bank are now looking to reduce interest rates, and here in Australia, we’re possibly looking at another two cuts as the RBA attempts to shore up the local economy. So how should investors respond?

Rick Maggi

20 June 2019

Superannuation

Super changes: What you need to know

Rick Maggi

20 June 2019

Superannuation

Changes to insurance in super accounts come into force on 1 July. How does this affect you?

Rick Maggi

4 June 2019

Economics, Financial Planning, Interest Rates, Pensions, Superannuation, Westmount Financial

RBA moves to cut rates...

Rick Maggi

4 June 2019

Economics, Financial Planning, Interest Rates, Pensions, Superannuation, Westmount Financial

After 33 months, the RBA finally moved to cut rates today. As this was largely expectedly all eyes are now focused on the future…

Rick Maggi

31 May 2019

Investing, Retirement, Superannuation

Poll Position?

Rick Maggi

31 May 2019

Investing, Retirement, Superannuation

Australia’s recent federal election result not only confounded the pollsters, the pundits and the punters, it provided another lesson about the dangers of using political news headlines to guide your investment strategy…

Rick Maggi

23 May 2019

Investing, Pensions, Retirement, Shares, Superannuation, Strategy, Wealth Accumulation

Uncommonly average...

Rick Maggi

23 May 2019

Investing, Pensions, Retirement, Shares, Superannuation, Strategy, Wealth Accumulation

Ask a farmer about average rainfall figures and he’s likely to look at you sceptically. Knowing how actual rainfall varies from year to year, farmers will carefully manage their crops and irrigation. It’s a lesson many investors could learn as well…

Rick Maggi

20 May 2019

Election, Event Driven Update, SMSF, Superannuation

Markets rebound on Coalition win

Rick Maggi

20 May 2019

Election, Event Driven Update, SMSF, Superannuation

Chris Bowen, the Labor Party Treasurer told a group of elderly voters that if you don’t like our policies then don’t vote for us - it seems that self funded retirees and aspiring self funded retirees took his advice…

Rick Maggi

17 May 2019

Retirement, Superannuation, Pensions

What are your retirement income options?

Rick Maggi

17 May 2019

Retirement, Superannuation, Pensions

What are your retirement income options?

When you leave work for good and retire, where will your money come from? Discover your income stream options for covering living costs in retirement…

Rick Maggi

30 April 2019

Retirement, Strategy, Superannuation

How much do I need to retire?

Rick Maggi

30 April 2019

Retirement, Strategy, Superannuation

How much do you need to save to make sure you have enough to last throughout retirement? It very much depends on what your living costs will be after leaving work. Find out more about how to budget for the retirement income you’ll need for the lifestyle you’re planning for.

Rick Maggi

11 April 2019

Election, Investing, Market Risk, Market/Economic Update, Retirement, Superannuation

And it's on!

Rick Maggi

11 April 2019

Election, Investing, Market Risk, Market/Economic Update, Retirement, Superannuation

Some might be forgiven for thinking the wheels have fallen off Australian politics over the past decade with the same number of PM changes as Italy, a fractured Senate and “minority government” at times making sensible visionary long-term policy making hard…

Rick Maggi

3 April 2019

Superannuation, Retirement

Boost your retirement the easy way

Rick Maggi

3 April 2019

Superannuation, Retirement

There is a simple way to save more for retirement that doesn't require you to cut spending elsewhere: keeping investment fees low can add up to thousands of dollars, even tens of thousands, by the time you leave work…

Rick Maggi

1 April 2019

SMSF, Superannuation, News Alert, Retirement

ALERT: Govt announces new super contribution rules

Rick Maggi

1 April 2019

SMSF, Superannuation, News Alert, Retirement

ALERT: Govt announces new super contribution rules

Today, the Treasurer has announced a new measure which will enable Australians aged 65 and 66 to be able to make voluntary superannuation contributions, along with two other measures.

Rick Maggi

8 March 2019

Superannuation, Women Advice

Super solutions for women

Rick Maggi

8 March 2019

Superannuation, Women Advice

Happy IWD!

Latest figures show Australian men can expect to retire with over a third more super than women. So why does this happen and what can be done about it?

Rick Maggi

25 February 2019

Financial Advice, Financial Planning, Investing, Market/Economic Update, Pensions, Retirement, Shares, Superannuation, Wealth Accumulation

Share markets take-off

Rick Maggi

25 February 2019

Financial Advice, Financial Planning, Investing, Market/Economic Update, Pensions, Retirement, Shares, Superannuation, Wealth Accumulation

Throw away your year-end investment statement and take another look. Since January 1st, local and global sharemarkets have been on a 'tear', defying last year's doomsayers, and rebounding by about 11% (for now)…

Rick Maggi

13 February 2019

Financial Advice, Financial Planning, Superannuation, SMSF, Taxation

A Guide To Super Contributions

Rick Maggi

13 February 2019

Financial Advice, Financial Planning, Superannuation, SMSF, Taxation

As well as super guarantee payments from your employer, there are all sorts of ways to save more into super and boost retirement savings. Find out more in our comprehensive super contributions guide…