Category: Financial Planning

Financial Planning General Insights

Does it pay to plan ahead when you travel?

You may be keen to go wherever the wind takes you, or you might be a plan-to-the-hour type of traveller. There are benefits to both styles. Travellers often fall into…

Financial Planning

Six steps to becoming more financially literate

It helps to make sense of the financial landscape and avoid common pitfalls people make when managing their finances. Here are six things you can do today to help you…

Budgeting Financial Planning General Insights

5 money mistakes for millenials to avoid

With accumulated HECS debt, a difficult job market and volatile global economy, Millennials face an uncertain financial future. The generation of young adults aged 18 to 34 lack the financial…

Budgeting Financial Planning

So, you want to give a child financial help?

There are pros and cons for parents who want to give their children financial help. Here’s what to consider.  Some cashed-up parents naturally want to give their children a head…

Financial Planning

How to enjoy the freedom of financial peace of mind as a couple

Some of the great joys of being in a relationship are planning for exciting moments in life like taking holidays, buying a home or having children. By being financially secure…

Budgeting Financial Planning

Overcoming the trap of ‘mental accounting’

We all have a tendency to use conceptual money jars as a quick and easy way to deal with the complexity of our financial lives, but it’s a tendency that…

Budgeting Financial Planning

5 Habits you can learn from financially secure people

Ever looked at a friend who has everything together and thought ‘what’s their secret?’ Here are five habits you can implement to achieve financial security. Believe it or not, being…

Financial Planning Lifestyle Superannuation & SMSF

The UPSIDE of Downsizing your family home

People aged 65 or over may be eligible to make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1…

Financial Planning Property

5 tips for downsizing your house and upsizing your super

Once the kids have left, many people find themselves in a large family home, thinking about downsizing. But now that idea could be a way to help pay for your…

Financial Planning General Insights

Get your new financial year game on

A new financial year is always a good time to review your finances and make sure they are in good shape. You’ll be starting this coming financial year wearing a…

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.