Advice Archives

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Advice Investments

Inflation, Interest Rates and the Cost of Living

Tuesday’s decision by the Reserve Bank of Australia (RBA) to increase interest rates has only added to what has been a bumpy start to the year in both share and bond markets. Markets like certainty, they thrive when the future…

Allan DunnJune 17, 2022

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Advice Planning

What could top 2020… 2021 of course!

The COVID pandemic has been awful for many around the globe. It has changed life as we have known it, perhaps forever. If you can put that aside, for investors, super fund members and homeowners, 2021 was about as…

Allan DunnFebruary 4, 2022

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Advice Estate Planning

And then there was one…

One of the questions that is regularly asked relates to how superannuation is dealt with on a person’s death. Picture this… Dave and Marg are retirees. They both have accumulated superannuation which is being used to pay each of…

Allan DunnNovember 12, 2021

Advice Retirement

Financial Advice for Transitioning to Retirement

I have been a financial planner and advising clients for the better part of 30 years. From that experience, I know that the transition to retirement is one of the most daunting times that clients are faced with. You will…

Allan DunnSeptember 3, 2021

Advice Uncategorized

What If We Could Predict The Future?

At times like these, it is tempting to seek a secure prediction of the future, after all, we have been living through uncertain times for most of the last year or so, from floods to fire, back to floods and…

Paul WrightJanuary 20, 2021

Advice Business Planning

When Will it Get Back To Normal? – Choices In Uncertain Times

Carol* was in a state. She had just spent 1 hour and 40 minutes on the phone with Centrelink trying to assure them of her entitlement to JobSeeker Payment and finally had convinced the agent that she had registered several…

Paul WrightMay 1, 2020

Advice Investments Planning Superannuation

Investment Markets Can Fall!

We have grown very used to investment markets continually rising. From the depths of the Global Financial Crisis (GFC) in March of 2009, we have seen a steady increase in asset values for a period of more than 10 years,…

Paul WrightApril 1, 2020

Advice Investments

Corona Virus, Brexit, Trump, the GFC and all that

Its been a tough couple of weeks on investment markets. Fears about the impact of CVID-19 (or the much better sounding Coronavirus) are weighing heavily on sentiment, and as we speak International and Australian Markets have declined in value by…

Paul WrightFebruary 27, 2020

Advice

Grandma’s Christmas Club

Remember how 2019 was going to be the year where you got your personal finances in order? If you are now as organised as you wanted to be well done! If not, I am going to bet that one of…

Paul WrightNovember 25, 2019

Advice Investments Uncategorized

Retirement is not the end of Investing

I was having a conversation with a client the other day who was feeling nervous about the state of the share market. This guy has been a client for many years so is quite experienced in terms of the ups…

Paul WrightAugust 23, 2019

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