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Director/Private Client Adviser
In the News

News | Cycling with clients. The Chris Morcom story.

Chris Morcom was recently interviewed by Professional Planner. The result was a really lovely insight into who Chris is and uncovers the things he enjoys the most. We thought you would like to get to know Chris a little more.  Read the full story here.

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Private Client Adviser
In the News

News | The SMSF Pandemic Report Card

On Saturday, The Australian Financial Review & The Age published a comprehensive SMSF Pandemic Report Card. Private Client Adviser, Travis Schindler, made a large contribution to the article where he highlighted the importance of having an investment strategy where decisions are guided by asset allocation, rather than fear and emotion. Especially in the challenging investment environment of 2020.  Read the full report card here.

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Director/Private Client Adviser
In the News

News | It’s a new financial year. Time to ponder your super and make some key decisions

This financial year has commenced in the sort of environment we have never experienced, so it’s a good time to review your super and ensure you are prepared to make the best of it. Chris Morcom provides great advice in a recent interview with The New Daily. Read the full article here

tags
Director/Private Client Adviser
In the News

News | ATO defers its collection of super to let funds keep liquid cash in hand

Director and Private Client Adviser, Chris Morcom, provided The New Daily readers with some excellent advice regarding what to do with their superannuation during these challenging times. Ultimately it all depends on what stage of life you are at. Read the full article here

tags
Director/Private Client Adviser
In the News

How to navigate turmoil: Don't dump stocks - as long as you have time to recover.

Now is a good opportunity for accumulators to keep accumulating. That’s what Private Client Adviser Chris Morcom told The Sydney Morning Herald. And it’s what he’ll tell you over FaceTime, phone, or email. Advising you on how to navigate the turmoil of the current market in your favour. Read the full article here