Finding clarity around your personal and financial goals, and taking the time to focus on what matters most to you, should be an engaging experience, not a chore. And when your values and priorities are placed at the core of your own financial plan, it is far more likely that your outcomes will be that much more rewarding.
We offer an uncluttered approach, preferring to focus our attention on delivering timely, relevant financial advice and support, while keeping fees fair and reasonable. Most importantly, we appreciate that the role of a Financial Advisor is to be 'there for you' - available, contactable, and with a solid understanding of your personal values and objectives.
We offer an uncluttered approach, preferring to focus our attention on delivering timely, relevant financial advice and support, while keeping fees fair and reasonable. Most importantly, we appreciate that the role of a Financial Advisor is to be 'there for you' - available, contactable, and with a solid understanding of your personal values and objectives.
Services
Established in 1977, Westmount is one of a handful of privately owned financial planning / advisory practices in Australia that has stood the test of time. And like any business with a solid track record, our success essentially comes down to the people. Born in Canada, Rick Maggi, owner of Westmount Financial (Est 1977), is an active Financial Advisor and Certified Financial Planner (CFP) with over 35 years experience.
Despite the constant changes to superannuation rules over the years, and its reputation for being frustratingly complicated, 'super' is, undeniably, still a very effective way to save for retirement. And while super is by no means the only way to build wealth, its generous tax incentives, designed to help Australians boost their savings, really deserves your full attention.
For many Australians, the prospect of running their own Self Managed Superannuation Fund (SMSF) represents greater freedom, flexibility and far greater control - the opportunity to carve out their own path. For others, SMSFs can seem complex and onerous. The answer for many is probably somewhere in the middle.
Since 1977, we've been helping clients achieve their financial independence through a combination of proven, time-tested retirement strategies, backed-up by strong, caring, client support. Starting with an easy to understand, clearly defined retirement blueprint, we'll help you improve your returns, stay in control, and calmly navigate through any number of challenges that might come your way.
Use these 10 easy-to-follow tips to craft a plan that suits your goals, from finances to health and hobbies. While superannuation funds in Australia are common place, surveys suggest that very few actually actually try to figure out how much they need to save for retirement, despite the abundance of free online calculators and commentaries on the topic.
