Category: Financial Planning

Financial Planning Superannuation & SMSF

Spotlight on super performance

Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier…

Financial Planning 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

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…

Financial Planning Lifestyle Property

Are you planning to downsize your home – and nearly 60?

If so, you may wish to hold off until April 2022 – so you can benefit from the changes to the downsizer superannuation contribition rules which take effect on July…

Financial Planning Superannuation & SMSF

SMSFs on the rise among Gen X and Z

Self-managed super funds have a lot to offer younger Australians looking for greater control over their financial future.  Growing awareness of what self-managed super funds (SMSFs) can offer is catching…

Estate Planning Financial Planning Investment Property

NAB predicts sharp slowing of property prices in 2022

NAB has upgraded its property price growth forecasts for 2021 and 2022 in its latest quarterly property report. The bank now expects growth of 22.7 per cent nationally in 2021…

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…

Financial Planning

Ten Tips for More Effective ETF Investing

Investors want more information and further education to help them effectively use ETFs. That’s what polling data suggested at the May 2019 Morningstar Investment Conference. In the conference’s listed investments…

Financial Planning

7 Elements of Great Investing Advice

Everyone in the investment industry loves to hear investors’ success stories, whether they’re about buying a house, helping their kids pay for college, or living a worry-free retirement. These stories…

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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.