DMA Financial, the Coronavirus and working with our community

At DMA we are working on new policies and procedures for helping our client community to manage the spread of the Coronavirus outbreak.

Firstly and most importantly we are here to help. Aside from health issues, there is a great deal of market uncertainty at the moment, so we want you to continue to be able to contact us if you have any concerns and we will still be scheduling our regular progress meetings/reviews as normal.

We at DMA don’t want to put anyone’s health at risk. Therefore it is possible in the coming months that face to face meetings may become more limited, especially with clients in higher risk categories.

This may seem a little overdramatic but we are just seeing the start of what may be a torrid period. Expert advice is that a viable vaccine is some months away and we can expect levels of infection to increase dramatically no matter what the federal and state government implement.

While we prefer face to face/physical meetings, we have the ability to hold meetings in a number of ways with clients and providers including telephone, Facetime, Skype, Zoom and other forms of video conferencing.

These will all be options and we want to make it as easy as possible for us to stay in touch.

As always, please do not hesitate to contact us if you have any concerns on any level.

Please find attached an update from one of our key investment managers Perpetual which we feel gives a very good factual update (although as the numbers are changing hourly it is already out of date) – a worthwhile read.

Kind regards,

David, Rodica, Ed and DMA Team


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