Achieve financial independence with clarity and simplicity
At Westmount Financial, we understand that financial planning and wealth management can be complex and overwhelming. That's why we're committed to providing personalized, goal-based financial advice that's easy to understand and tailored to your unique needs.
Our History
Established in 1977, Westmount Financial has been providing expert financial guidance to individuals, families, and businesses for over 40 years. Our Perth-based Financial Planner, Rick Maggi, has been helping clients achieve financial independence for over four decades, creating resilient investment and retirement solutions that are easy to understand and manage.
Our Mission
Our aim is clear - to inform, simplify, and support. We break down and demystify the often complicated world of investing, superannuation, retirement planning, and taxation, so that our clients can make informed financial decisions and move forward with greater confidence. We believe that clarity is everything, and that achieving your personal and financial goals is far more likely if your vision, priorities, and values are placed front and centre.
Our Services
Our comprehensive range of services includes:
- Fresh Perspective Retirement Planning Advice
- 10 Retirement Rules
- Superannuation Advice
- Self Managed Super (SMSF) Advice
- Goal Setting and Mentoring
- Ethical and Sustainable Investing
- Home Loans and Finance
- Insurance and Risk Management
- GESB Super Advice
- Wills and Estate Planning
- Centrelink Advice
- Redundancy Advice
Our Philosophy
We believe in providing authentic, goals-based financial advice that's free from jargon and complexity. We take the time to understand your unique circumstances, goals, and values, and develop personalized strategies to help you achieve financial independence and peace of mind. Our approach is centered around simplicity, transparency, and ongoing support.
What Our Clients Say
Don't just take our word for it - here's what some of our satisfied clients have to say:
- "The advice and guidance received from Rick Maggi has been of the highest standard and manifestly unbiased." - Vince & Julie (Mosman Park)
- "One of the most important aspects of having Rick Maggi as my adviser is his accessibility. I have never had a time when he hasn't responded in a timely manner." - Alan (Launceston)
- "Westmount is highly recommended to anyone seeking quality advice." - Lee & Val (Mosman Park)
Overall Satisfaction
The reviewers are extremely satisfied with the service provided by Westmount, with all three reviewers giving a 5-star rating.
Quality of Service
The reviewers praise the excellent advice and assistance provided by Westmount, with one reviewer noting that they have received excellent service for over 20 years. Another reviewer highlights the knowledge and integrity of Rick, a true professional.
Professionalism and Expertise
The reviewers commend the professionalism and expertise of the team at Westmount, with one reviewer describing them as a very senior and well-respected team.
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