Author: Duncan Orr

Wealth tax was (a little while back) much discussed in the USA. Bernie Sanders and Elizabeth Warren are both...

High Government debt has generated discussion among advisers and clients about how it will be repaid and whether some...

The security and protection of clients’ funds has always been and will continue to be absolutely paramount to everything...

We have long been advocates and promoters of the benefits of REAL financial planning. A different approach to Financial...

As we continue to adapt to life during a Global pandemic, it is understandable and clear that many people...

We’re regularly puzzled when asked if we have investment portfolios specifically designed for people seeking ‘income’. With the exception...

With the announcement on how the current lockdown may start to be lifted, it’s an obvious time to start...

Lockdown during the 2020 crisis has brought out the best and worst of people. Surprisingly, most people have complied...

“After a stock market decline, people may perceive more risk than before when, in fact, the decline may have...

Most of us have accepted the situation we’re now in and have adapted to a ‘new normal’. The bulk...