Insights

Helping you to NAVIGATE uncharted territory

   |    Paul Dunn

The coronavirus pandemic has resulted in dramatic and unprecedented changes for many families and households, impacting social lives, workplaces and finances. As financial advisers, we…

Economic Stimulus for Self-funded Retirees

   |    Paul Dunn

  Federal Government’s second support package announced on March 22 for assistance to self-funded retirees. Minimum drawdown rates for account-based pensions and similar products will…

Making Peace With The Unknown

   |    Paul Dunn

Life constantly challenges us with unknowns, yet some of these hit closer to home and harder than others in their impact. The coronavirus is unprecedented…

Hold On… Volatility Ahead

   |    Paul Dunn

After period of optimism, global investment markets have hit the panic button on fears about the possible economic impact of the coronavirus (COVID-19). We are…

Learning from the littlies

   |    Paul Dunn

Being called childish isn’t usually a compliment, however there are many things we can learn from children. Here are some important life lessons that they…

The Hunt for Dividend Income

   |    Paul Dunn

With interest rates at historic lows and likely to stay that way for some time, retirees and other investors who depend on income from their…