Month: May 2018

General Insights

99 pct of SMSFs missing global opportunities

On most days there are more dollars traded in Apple stock in the United States than on the entire Australian stock market. 

Budgeting Lifestyle

Saving in a material world

It’s not easy to be thrifty in our consumer society. We’re surrounded by so much temptation that it can be difficult to avoid spending money. So why not try taking…

Lifestyle

Fight for the fittest – Insurance discounts for the active

Rupert Murdoch wears one, so does Gwyneth Paltrow. Wearable fitness devices are the latest must-have accessory for health conscious media moguls, celebrities and ordinary Australians. So it was only a…

General Insights

Federal Budget 2018 – Overview

The Australian economy in its 27th year of consecutive growth. Business conditions are at the highest level since the global financial crisis. 1,000 jobs a day on average over the…

Loans and Finance Property

Gen Y investing in home and away

Gen Y has been brandished a generation of non-savers but that is not the reality. Gen Y is saving but unlike earlier generations they are not necessarily saving for a…

General Insights

How to plan for a better retirement

Many investors concentrate on accumulating wealth during their working lives to pay or help pay for their retirement, yet don't give enough attention to planning for a retirement that may last 25 years or longer.

Superannuation & SMSF

Am I too young for an SMSF?

If you’re under 55 and thinking about setting up a self-managed super fund (SMSF) you’re not alone. SMSFs are being established by younger Australians wanting greater control over their super….

Financial Planning General Insights Retirement

Honey, the kids shrunk my retirement

An increasing number of Peter (and Peta) Pans are refusing to fly the coop, staying in the family home well into adulthood. It’s estimated that in the next five years,…

General Insights

It must be true, I saw it on the news

“Good evening and welcome to the evening news. Our top story – the All Ordinaries rose by one point on limited trading with little economic data of any consequence released…

Loans and Finance Property

Property Myth Busting

If you’ve always thought property prices only go up… With so much emphasis on property in the media, it can be difficult to sort fact from fiction. But before investing…

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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.