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?

Investing

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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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2021 Outlook...

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2021 Outlook...

Can investment returns hold up? Here is a summary of key insights and views on the investment outlook in simple point form…

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Approaching the dawn...

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Approaching the dawn...

COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?

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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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Behind the dash in new market listings...

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Behind the dash in new market listings...

There's been an unexpected surge in new listings on the Australian share market over recent months. Why?

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Power Move Podcast (Ep. 3): Myth busting

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Power Move Podcast (Ep. 3): Myth busting

Power Move is a three part series all about investing, brought to you by Future Women in partnership with Vanguard Australia. This article recaps the key points discussed in episode 3 with Rachel White, including common investing myths and how to get start investing.

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The ins and outs of ethical investing...

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The ins and outs of ethical investing...

With growing concerns about climate change and other environmental and social justice issues, more and more investors are opting for ethical investing…

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Power Move Podcast (Ep 1): Investing 101

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Power Move Podcast (Ep 1): Investing 101

Power Move is a three part series all about investing, brought to you by Future Women in partnership with Vanguard Australia. This article recaps the key points discussed in episode 1 with Shannon Nutter, including what is investing and why it's so important…

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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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Federal Budget: What it means for you and the markets...

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Federal Budget: What it means for you and the markets...

A detailed summary of Federal Budget 2020, and how impacts on you and the financial markets…

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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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Survey: Investment preferences of the young...

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Survey: Investment preferences of the young...

ASX recently published its annual investor study which this year surveyed over 5,000 investors on their investment preferences and priorities…

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The trouble with intuition...

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The trouble with intuition...

Cognitive bias has been of particular interest to the investing community and long lists of biases – confirmation bias, anchoring, the recency effect and dozens of others – are now the stock-in-trade of beginner investors worldwide…

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Market Outlook Q&A

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Market Outlook Q&A

AMP’s Dr Shane Oliver does Q&A (a worthwhile article)…

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Don't let overspending be your undoing...

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Don't let overspending be your undoing...

Do you struggle to control your spending around your friends and family? If the urge to ‘keep up’ with a certain lifestyle is stretching your finances, it could be time to take action…

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ETFs: Diversified vs Individual Asset Class

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ETFs: Diversified vs Individual Asset Class

A question that comes up for many investors at the beginning of their ETF investment journey is whether they should invest in a diversified ETF or an individual asset class ETF…