Category: Financial Planning

Financial Planning Retirement

Resist today, relax tomorrow

Can you recite the last line of Gone with the Wind? If not, you’ll find the answer at the end of this article. If you scrolled down straight away, you might be…

Financial Planning Loans and Finance

Making the most of record-low interest rates

The Reserve Bank of Australia (RBA) took the cash rate to a record low of 1% in July, bringing mortgage rates to their lowest level in more than half a…

Financial Planning Superannuation & SMSF

SMSF advice appetite strong, says ASIC

A new ASIC report has highlighted demand for further advice on the specifics of SMSFs among the Australian population, particularly among those who have a financial planner.

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 Lifestyle

How many good summers do you want?

Martin Hawes, financial adviser and outdoor adventurer, wrote the inspirational book Twenty Good Summers many years ago. It’s still in print, and I believe his message grips the imagination of everyone. His…

Financial Planning Retirement

How to retire early

Whether you choose or need early retirement, having a plan can give your money the best chance of lasting the distance. Whether lifestyle preferences or circumstances beyond your control are…

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…

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 Insurance

‘Loyalty’ could be costing older Aussies more when it comes to health cover

When it comes to health insurance we’re often told to shop around for a better deal, particularly as policies approach their end date – and that advice has now been…

Financial Planning

Why saving is behaving

Did you know there are 293 ways to make change for a US dollar, but only 50 for an Australian dollar? Cashiers in America must have jumped for joy when…

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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.