Jul 5, 2021
The financial services industry may have underestimated the dramatic fall-off in retiree spending as retirees age, according to our analysis of real-world expenditure data. This is potentially a positive message for retirees and their advisers dealing with the...
Apr 10, 2021
The COVID collapse in markets in March 2020 has not only fully recovered, the US market is now higher than it was pre-crash. This is an incredible rebound, however we remain cautious as valuations are now stretched (share prices may be expensive). Existing portfolios...
Oct 1, 2020
Redundancy: a taxing time Redundancy can occur for any number of reasons. You may decide to leave your employer by accepting a voluntary redundancy, or you may be made redundant due to forces that are beyond your control…. Jobkeeper extended The Government is...