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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

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Inflation, Interest Rates and the Cost of Living

What could top 2020… 2021 of course!

And then there was one…

Financial Advice for Transitioning to Retirement

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