Month: April 2019

Financial Planning Investment Retirement Superannuation & SMSF

Super investment options – What’s right for you?

Choosing the right super investment options at the right time could make a difference to how much money you have when you retire. When it comes to your superannuation, the…

Insurance

Has your health insurance cover changed with your situation?

Much like in life, our financial situations can go through ups and downs. While we all move through different life stages, many Australians generally don’t take the time to check…

General Insights Superannuation & SMSF

Personal super contributions and the 10% test

With Labor threatening to reinstate the 10 per cent test if elected, SMSF clients may want to make the most of their ability to claim deductions for personal contributions this financial year, says a technical expert.

Financial Planning

Money basics: Get financially fit in 5 steps

Celebrity financial adviser and owner of SASS Financial and SugarMamma.TV, Canna Campbell, talks money basics; the five steps you need to take to tone up and tighten your finances. Improving your financial health and…

Financial Planning Lifestyle

A growing family doesn’t have to blow the budget

If you’re thinking of expanding your family, be sure to keep on top of things financially. Having a family usually comes not just with extra expenses but also a drop…

Financial Planning Lifestyle

Five ways to simplify your life

If managing life’s everyday complexities only seem achievable when you’re daydreaming about the chef, cleaner, personal assistant or nanny that you don’t have, you’re probably not alone. And, if ‘turbulent’…

Financial Planning Retirement

9 money mistakes to avoid in retirement

How to keep your finances on track once you leave the workforce When you’ve worked hard all your life to build up your nest egg, the last thing you want…

Property

Why downsizing is an emotional minefield for Aussie retirees

Many older Australians eventually consider downsizing the family home for a range of reasons, which sounds simple enough. But scratch the surface and you uncover a laundry list of emotional…

Education General Insights

What investors can expect as key moves affecting markets await

Investors saw increased market volatility and uncertainty at the end of 2018, largely because of a changing investment landscape and slowing global economy. 

Investment Shares

Investing in the index is like having a bet on every horse in the race

At a recent seminar for prospective retirees, there were only three practical places to invest. The first is cash, the second is property and the third is shares. Every one…

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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.