Category: Financial Planning

Financial Planning

5 ways to improve your finances this financial year

Australia may be firmly planted within a recession, but with the advent of a new financial year, there’s still plenty to be gained from a “new year, new me” approach…

Financial Planning General Insights

End of financial year: The big changes coming on July 1

As July 1 creeps closer, the new financial year is set to bring a slew of updated rules and changes along with it. From big tax opportunities to major changes…

Financial Planning

A simple way to make your money work harder for you

These days, there’s not much you can’t do on your smartphone. Whether it’s booking a lift to the shops through a ride-share app like Uber, streaming your favourite TV show…

Financial Planning

The value of financial advice

A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.  This is on top of normal investment returns.

 

Financial Planning

Digital payments and online banking for older Aussies

Although we’re already a predominantly cashless society, the introduction of social distancing has further increased our reliance on digital payments and online banking. Face-to-face encounters have become less frequent in…

Financial Planning Retirement

Checklist for the end of financial year

The end of financial year on 30 June is a good time to take stock and get your finances in order. This is an end of financial year like no…

Financial Planning

The simple steps to creating and maintaining an emergency fund

It’s pretty hard to prepare for an economic crash no one saw coming. But those who lived through the GFC and Australia’s last recession 29 years ago would have learned…

Financial Planning Lifestyle

Gifting and financial generosity during coronavirus

Are you thinking of giving or lending money to adult children or other family members who are in financial hardship? Parents are often called on to help during times of…

Financial Planning Retirement

Preserving retirement savings during COVID-19

Investment markets globally are experiencing significant volatility as economies around the world try to navigate the unchartered waters of the COVID-19. If you’re approaching retirement this volatility can be a…

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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.