Month: December 2017

Education General Insights Loans and Finance

2017 has been kind to investors

As we head towards the end of 2017, it’s worth taking a look at how investment markets have fared over the year. It turns out we’ve enjoyed a pretty good…

Education General Insights

How to cope with losing independence

If you or a loved one is experiencing a loss of independence, you may be able to maintain a sense of control. Few, if any of us, look forward to…

Financial Planning Superannuation & SMSF

Five tax deductions to know about

You’re probably well aware you can claim a tax deduction for general work-related expenses. But did you know you may be able to claim if: 1. You take a course…


How to buy a good gift

Advice to make sure the gifts you buy won’t be gathering dust by Boxing Day. We’ve all been there: scratching our heads, making lists, scouring shops, browsing online for that…


Selfie obsessions – What’s it all about?

Mirror on the wall In 2013, “selfie” was officially added to the Oxford Dictionary. It refers to a person taking a photo of themselves with their own phone or camera….

Superannuation & SMSF

It pays to contribute to your partner’s super

If your spouse is a stay-at-home parent, working part-time or out of work, adding to their super could benefit you both financially. If your spouse (husband, wife, de facto or…

Financial Planning General Insights Superannuation & SMSF

For the young it a question of engagement

Robyn Bowerman relates a chat he had with a young relative who was starting a new job.  A case for starting to save from the outset.  The importance of asset allocation.

Property Superannuation & SMSF

Helping your kids buy a home

Increasing house prices are good news for property owners but can be a bit of a hurdle for people trying to get into the market. If, like many of our…

Education Lifestyle

Money can buy you happiness, you’re just spending it wrong

This is the view of Dr Michael Norton from Harvard Business School. Michael’s research indicates that money can indeed make you happy if you use it to buy experiences, time,…

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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.