Month: January 2019

Financial Planning Property

Should you own the roof over your head?

When it comes to the rent-versus-buy debate, like many of our clients you may be weighing up the pros and cons. You might be thinking that you’d love to buy…

Investment

Spread your money, reduce risk

Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs…

Financial Planning

Your guide to smarter holiday reading

Given all of the talk about many Australians being apathetic about their superannuation, it seems counter-initiative that one of the fastest-selling books ever in Australia is about how to improve your personal finances.

General Insights Shares

Top 5 Investment Themes for 2019

How might 2019 shape up across the investment landscape? Here’s our take on the key issues to pay attention to. Move over 2018 2018 was action packed and volatile with…

Financial Planning Tax Planning

How Australians will use their tax return

With nearly one in three people planning to save their tax return, have you considered what you might do with yours?  This year more than 75% of Australians expect to…

Loans and Finance

Refinancing could save you thousands – and give you greater flexibility

It’s often said that Australians are more likely to divorce their spouse than switch banks. But with plenty of competition in the home loan sector, refinancing can be a good…

Financial Planning Lifestyle

What’s your biggest obstacle to financial success?

Science reveals how our human-hardwiring can get in the way and cost us much more than we think. As humans we have changed a lot over time. Vast periods of…

Lifestyle

Seven tips to travel on a budget

Careful planning can help you enjoy a great holiday, whatever your budget. Does it feel like ages since your last holiday? Maybe with responsibilities like paying off your credit card,…

Lifestyle

Give your career a health check

Health, check. Finances, check. Career, check? Are you happy at work? Do you jump out of bed excited about tackling your next project? Or are you counting down the days…

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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.