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
As financial planners, we are able to - and do - discuss property as an asset class. We have chosen not to advise our clients on the merits of a specific or individual property, tending to access property as part…
Allan DunnJuly 30, 2021
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
In the depths of the COVID-19 crisis many people are spending time with that horrible phrase “If Only”. Remember when you spent the last of your cash buffer on that 60 inch all singing all dancing television? You may have…
Paul WrightJuly 2, 2020
You may not have thought of this but like many of you not only am I a financial adviser, but I also operate a small business. Like most small business owners I spend a great deal of my working life…
Paul WrightOctober 17, 2019
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
We recently had the opportunity to meet with Bob and Carol, who came to see us to explore what their situation would look like if they were to sell their home and move into an independent living unit in a…
adminSeptember 26, 2018
Your home is the best investment you will ever make, didn't he? I know mine did. Let’s get this straight, your home is not really an investment at all. It produces no income, and whilst it may appreciate in value,…
adminOctober 18, 2017
The conversation went like this: “I don’t need financial advice, I haven’t got any money” “Why?” “Because I haven’t got any money” “No, I heard that, but why haven’t you got any money?” “Well…..” “Would you like some help…
adminSeptember 11, 2017