Category: Budgeting

Budgeting Financial Planning

The pandemic gave investors hope and the opportunity for extra savings

The expectations of Australian investors remain high, despite the circumstances. While the behavioural implications of COVID-19 are likely to be studied for decades to come, early data suggests that the…

Budgeting Financial Planning Lifestyle Retirement

How long will my retirement savings last?

The Retirement Income Review (RIR) noted that many retirees leave large bequests and they would have enjoyed a higher standard of living in retirement if only they had spent some of…

Budgeting Financial Planning Investment Shares

Reasons to invest in government bonds

Government bonds are one of the safest assets that you can add to your investment portfolio, but there are other reasons why this asset class should be added to your…

Budgeting Financial Planning Investment Shares

How Aussies can invest like Warren Buffett

Arguably the most successful investor of the modern age, Warren Buffett is still the chairman and CEO of Berkshire Hathaway at 90 years old, and currently has a net worth…

Budgeting Financial Planning Retirement Superannuation & SMSF

Budget 2021: Super changes explained

Josh Frydenberg’s latest federal budget foresees a number of important changes to Australia’s superannuation system. While some of the big super changes included in the 2021 budget are specifically targeted…

Budgeting Financial Planning Investment Retirement Superannuation & SMSF

Aged care, super and tax cuts: Experts react to the 2021 budget

The 2021 Federal Budget was unveiled last night, and — as expected — is focused on creating jobs, rebuilding the economy through investment and guaranteeing essential services. Despite fairly significant…

Budgeting General Insights Lifestyle Loans and Finance

6 steps to building good financial habits

Adopting good financial habits isn’t always as easy as it sounds. Otherwise, we’d all be doing it already. With the impact of COVID-19 still being felt, 42% of us now…

Budgeting General Insights Lifestyle

What are the 3 biggest living expenses for households?

We check out the three largest contributors to household spending in Australia and where people would source additional cash if living expenses rose. If you worked a full-time job in…

Budgeting General Insights 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…

Budgeting Financial Planning

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…

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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.