Westmount Financial is a Perth-based financial advisory firm established in 1977 by Rick Maggi, a Certified Financial Planner with over 40 years of experience. The firm specializes in providing clients with resilient investment and retirement solutions that are easy to understand and manage. With a focus on offering authentic ‘goals-based’ financial advice, Westmount Financial aims to help clients achieve their personal and financial goals by placing their vision, priorities, and values at the forefront of the planning process.
At Westmount Financial, the team led by Rick Maggi is dedicated to informing, simplifying, and supporting clients in navigating the complexities of retirement planning and wealth management. By breaking down the intricacies of financial decision-making and offering ongoing support, the firm empowers clients to make well-informed choices and move forward with confidence. With a commitment to providing accessible and personalized financial advice, Westmount Financial aims to help individuals and families achieve financial independence and peace of mind.
With a strong emphasis on clarity and personalized service, Westmount Financial stands out as one of the few privately owned financial planning practices in Australia that has endured the test of time. Rick Maggi’s vision for the future of financial advice is centered on creating a more approachable and people-centric profession that is easily accessible to all Australians. Supported by a team of experienced professionals, Westmount Financial continues to guide clients through economic cycles, market fluctuations, and life changes, offering tailored strategies to help them secure their financial future.