Month: November 2018

Retirement Shares

Retiree self-protection: A volatility-and-downturn ‘bucket’

The latest fall in share prices close to the 10-year anniversary of the global financial crisis (GFC) is likely to prompt more retirees and near-retirees to think about creating a volatility-and-downturn cash bucket.

Loans and Finance

5 Reasons to refinance your home loan

When shopping around for a home loan, most people spend time comparing lenders before making a final decision. When shopping around for a home loan, most people spend time comparing…

Investment Shares

Responsible and ethical investing

Responsible and ethical investing – what are they and what’s the difference? Whether it’s the war on waste, human rights abuses, animal rights or climate change that is your issue…

Insurance

I’m young. Do I need life insurance now?

Life insurance is usually not something people think about until they begin to accumulate assets, debts and dependents. And there can be a fair amount of information to sift through,…

Financial Planning Retirement

Would you like to retire by 40?

Many younger Australians are joining the Financial Independence, Retire Early (FIRE) movement. Is it right for you? When you’re starting out in the workforce and building your career, retirement can…

Lifestyle

7 money personalities you may identify with or want to avoid

Are you the friend that shouts more than what you can afford, or the one that’s happy with a handout because no one knows struggle street like you do? When…

Loans and Finance

Is your Interest-Only investment loan about to expire?

Making a plan before your IO term expires can save you stress and money. There’s recently been a growing focus among residential property investor communities about the expiry of interest-only…

Superannuation & SMSF

Superannuation gender gap narrowing, research shows

Over the past decade, there has been improvement in the number of women holding superannuation accounts and the size of their superannuation balances compared with that of men, according to a research house.

Economics

All the stats you need to see how Australia is going.

An up-to-date snapshot of Australia’s vital statistics. Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade…

Economics Shares

Market downturns, like this one, are to be expected

It's been awhile since there's been a drop in the markets as sharp, broad and sudden as last week's.

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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.