Month: December 2018

Financial Planning

12 ways to avoid waste this Christmas

Embrace the spirit of Christmas by giving back to the environment this festive season. If ever there is a time for excess, Christmas is it. But it’s important not to…

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. Here are six traits that have helped…

Budgeting Lifestyle

10 Ways to enjoy summer without spending a fortune

If you’re wondering how you’ll make ends meet over summer, check out these tips on how to spend, without spending every cent. If you’ve been saving for something big or…

Retirement Superannuation & SMSF

Your retirement questions answered

If you’re wondering what you might do with your super money when you do access it, remember there will be a number of things to weigh up and look into….

Superannuation & SMSF

Compliance, tax advice in strongest demand from SMSFs

While investment advice is the most valued by SMSF clients, compliance and tax are still the areas that SMSF trustees required the most assistance with, according to recent research.

Estate Planning Loans and Finance Property

If you’ve always thought property prices only go up

It may be time to reconsider some myths about property investment. With so much emphasis on property in the media, it can be difficult to sort fact from fiction. But…

Financial Planning Loans and Finance Property

How can property make me better off?

If you’ve built up some equity over the years, it may be time to look at the options your property may give you. Here are four possibilities that could help…

Insurance

Blinded by optimism

We’re designed to believe bad things won’t happen but it pays to think clearly and put plans in place, ahead of time. Behavioural science reveals that it’s in our nature…

Financial Planning Lifestyle

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…

Lifestyle Loans and Finance

Why December is the best time to buy a new car!

One of the most important things to know when it comes to buying a car is timing. There are some times of the year that are better than others when…

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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.