Month: July 2019

Financial Planning

The ins and outs of high interest savings accounts

Looking for a convenient, straightforward and flexible way of saving but not sure where to start? If you’ve ruled out putting your hard-earned savings under your mattress, you need to…

Lifestyle

10 experiences for $10

For the next time you’re itching to get out, but don’t want to spend a fortune, here’s a list of 10 things to do for about $10 or less. 1….

Lifestyle

Getting down with cars

You’ve found a car you like, you’ve done your homework and all the numbers check out. Great! Now you need to inspect the car and see if there are any…

Loans and Finance Superannuation & SMSF

Critical documentation steps flagged with switching SMSF loans

With an increasing number of SMSF clients looking to switch loans following the exodus of the major banks from SMSF lending, a law firm has highlighted some of the considerations and important steps with documentation in this process.

Retirement

Downsize the home, upsize the super

From 1 July 2018, if age 65 or older and satisfy the eligibility requirements, you may be able to make a downsizer contribution into super of up to $300,000 from…

Property

How to have a successful open for inspection

When you’re selling your house, the key to a successful open for inspection is to make potential buyers feel comfortable. You want to show your property’s best side, and allow…

General Insights Investment

Good investment habits versus damaging biases

In a low-interest, lower-return, more-volatile investment environment, investors have an even greater incentive to keep wealth-damaging behavioural traits or biases under control.

Investment Property

5 Reasons to Invest in Adelaide

Adelaide can quite often be the unsung hero for property investment. It doesn’t generally make headlines on major booms, and it doesn’t often see record breaking market leaps in short time frames…

Insurance

Don’t underestimate the importance of insurance

The first ingredient of a realistic and achievable financial road map is to build a solid financial foundation. Insurance, also called protection, is the one of the critical components to…

Financial Planning

Building a solid financial foundation

Whatever your goals – whether saving for a house, putting the kids through private school, or ensuring you’re comfortable in retirement – you must start with a sturdy foundation. That’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.