Category: Financial Planning

Financial Planning Lifestyle

“I wish I had an emergency fund”: The unexpected expenses to prepare for

Emergency funds are easy to neglect, and even easier to dip into at times that you probably shouldn’t. While talking about them isn’t the sexiest convo to have, they’re important…

Financial Planning

Why people choose the wrong credit card

According to recent findings, three out of five Aussie customers are not receiving any financial benefits from having a credit card. It’s long been suspected that for many people, the…

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 Lifestyle

What kind of money parent are you?

Many parents approach the topic of money differently, but could your way of doing things influence your kids’ success? The majority of Aussie mums and dads recognise that they’re accountable…

Financial Planning Lifestyle

Don’t want to work full time?

What are the pros and cons of going part time? If you’re a full time worker you may be considering joining the multitude of Aussie part-timers, and having more time…

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 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

Take control of your finances now for the new financial year.

If you set yourself money goals at the start of 2019, the upcoming new financial year is a great time to check if you’re on track. And if you didn’t…

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 Loans and Finance

Planning is the key to making it financially

If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according…

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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.