Month: September 2017

General Insights Lifestyle

Volunteering abroad!

Ever wondered what it would be like to uproot your life and do something completely different? People of all ages do just that by volunteering abroad. In places like Mongolia,…


Downsizing – is it right for you?

If you are heading towards retirement, or perhaps already in it, downsizing may have crossed your mind. And you might have some questions – does it make sense financially? Is…

Superannuation & SMSF Tax Planning

ATO to release further guidance on reserves

The ATO is set to release further guidance outlining the circumstances in which it is appropriate for an SMSF to establish and maintain a reserve.

Education Financial Planning Shares

Planning to avoid mistakes

Selling shares when prices have tumbled or buying a house at the height of a property boom only to dispose of it when the market falls are among the financial…


Ready, set…auction

Bidding for a property at auction can be stressful but you can reduce the stress involved. Before you consider bidding use our tips to make sure you’re prepared and know…

Education Financial Planning

Four tactics to build an investment portfolio

Learn strategies to help you focus on long-term wealth accumulation, so you can fund your aspirations for retirement. An increasing number of Australians are hitting retirement age, and more people…


Tips and traps of credit

Starting out with a HECS debt is bad enough, but abusing a credit card can also mean trouble. Admittedly it’s tempting to spend with interest rates at current levels, but…

Superannuation & SMSF

A real-world benchmark for SMSF performance

Loneliness may well be the bane of the long-distance runner's lot, but isolation can be a major challenge for SMSF trustees to manage too.

General Insights Lifestyle

Six traits of Australians living the dream

Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association.i Here are six traits that have…

General Insights

What does a comfortable retirement look like?

How much money you’ll need will depend on a variety of things. Have you got a plan in mind for when you retire? Is it to travel overseas, hit more…

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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.