Author Archives: Rob Bruhl

Will 2016 be an unhappy New Year on the Share Market?

We asked Chris Caton – Chief Economist at BT Financial Group 2016 began very poorly for share markets. In the first week, the US sharemarket had its worst week since September 2011, with the S&P500 index tumbling by 6%. One probably has to go back to the postwar period to find a worse start to the…

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How we help our customers

Find out how we saved a new client over $3000 per year in fees and charges on their retirement investments. Unfortunately this is a common problem that we encounter frequently. The clients already had a relationship with a financial planner that operated within their accountant practice and had been with them for several years since…

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How we help our customers

We recently had two clients in a very strained cash flow situations who are paying for life insurance policies for each other via their business. The existing policies had been open for more than twenty years and one client has developed a high BMI in the meantime, whilst the other underwent a triple bypass. Clients…

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