Leaning into the new normal

So this week, I got a sense that many clients were dealing with our new normal that has been thrust upon us. The concerns about investment markets while apparent, is being overshadowed with the real effects of Coronavirus. Unemployment, social-distancing, technology changes, limited movement and exercise have all changed us in a very short time. Clients understand that asset prices fluctuate and all of our advised clients are trusting and confident that our processes and philosophies are what they need at this time.

Check the latest from James from the bunker HQ in Tamar St.


Stay connected

I created a Zoom this week and invited some mates where we could talk and have a beer. Our pub is called the “The Lockdown Lounge” and it really personifies the members of this online establishment. This is an example of how many others are seeking connection and community and dealing with this new normal. I am sure the term, Zoom beers, will become part of our vernacular.

I am seeking interest in organising an online meeting for our clients. Depending upon the numbers, we may group them up to ensure effectiveness. The first couple of meetings maybe a debacle but I want those who are not so confident with technology to join, get onboard and we can show you how to use a Zoom.

I see this as a way that our community can stay connected. I won't be discussing investment markets or advice. This will simply be a vehicle for clients to hear from us and to manage their way around a somewhat different platform of communication.

Contact us if you want to be part of our Zoom meeting.

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End of Financial Year Super Checklist

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Take a breath - Where now?