Month: May 2019

Lifestyle Retirement

Finding a purpose in retirement can help you live longer

Transitioning from work life to retirement can be tricky and while most people anticipate retirement being the best years of their lives, many struggle to find a purpose in their…

Loans and Finance

Six mistakes business owners make when taking out a business loan

A small business loan can be invaluable when you’re establishing your business or when an unforeseen setback occurs, but you don’t want a loan to be short-term gain and long-term…

General Insights Superannuation & SMSF

Australia’s $4bn Super blackhole impacting self-employed most

While a recent research report has predicted that the ATO’s crackdown on SG non-compliance will be effective in improving the payment of super to employees, the lack of super savings among the self-employed is expected to remain a critical issue.

Financial Planning Retirement Superannuation & SMSF

How to play catch up with your super

Now you can put more into super at the concessional rate of tax, starting from the 2019-20 financial year. Putting more money into the tax-friendly framework of superannuation to help…

Financial Planning Loans and Finance

Planning is the key to making it financially

If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according…


How to work less and succeed more

How are you feeling today – perhaps a bit tired? A little overworked? How would you feel if I told you that it was entirely possible to work less and enjoy…


How to find your work-life balance

When we’re at uni all we think about is finishing, and finally being able to work full-time and earn some cold hard cash. But when we start working, we realise…


The proper help can be a benefit – age pension

About two-thirds of Australians are entitled to at least a partial age pension (i), so most of us need to understand how it works and determine what role we want it to play in our retirement plan.


Retirement rolls around faster than you think

New research shows one in three Australians think retirement is too far away to plan for. That’s a big mistake. Take it from me, the day when you’re ready to…

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…

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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.