Month: August 2019

Property

Thinking about upsizing? Here are 5 things to consider.

Have you been feeling like your life is busting out of the seams of your current home? Do you feel like you need a home that has more room for…

Investment Shares

How to understand shares even if you have zero idea what shares are

If you’re lucky enough to have some cash burning a hole in your pocket, popping it under your mattress isn’t really the ideal way to go about things. So where…

General Insights

Keep track of how Australia is really ticking over.

The data below covers almost every aspect of life in our great country.

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…

Financial Planning Lifestyle

Our top 10 lifestyle costs

Six out of the top 10 categories relate to just two things. Can you guess what they are, and could you be cutting back? As a nation, Aussies aged 18…

Lifestyle

How does car leasing work and should you do it?

Leasing a new car is becoming increasingly common and is an effective way to get into a car – but it’s not for everyone. Leasing a new car is becoming…

General Insights Superannuation & SMSF

Insights from the 2019 Vanguard / Investment Trends SMSF survey

The annual Vanguard/Investment Trends SMSF Report collates responses from almost 5,000 SMSF trustees and close to 300 financial planners who advise SMSFs, providing a clear snapshot of the priorities and issues facing SMSF trustees today.

Lifestyle

Car hunters guide

So you want that sense of freedom and your first car will give that in spades. But it’s probably going to be the first big purchase of your life, so…

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…

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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.