Category: Financial Planning

Financial Planning

Women the winners in low income super tax offset

Women starting a family benefit most from the government’s low-income super contribution. Women are the biggest recipientsi of the low-income super tax offset (LISTO). The number of females eligible for the…

Financial Planning

Protect yourself from COVID-19 related scams

Aside from the shutdowns, job losses and restrictions, there’s been another worrying element to the COVID-19 (coronavirus) pandemic – scammers are zeroing in on the changes to our financial interactions…

Financial Planning

Ways to use your tax refund for a stronger financial future

Whether you breeze through tax time or dread the extra admin, receiving a tax refund makes the effort worthwhile. For many of us, getting a financial boost will be even…

Financial Planning Retirement

Many in the dark about retirement

Whether retirement is a long way into the distance, or just peeking over the horizon, recent research shows half of us aren’t sure we’ll have enough money to retire when…

Financial Planning

Taking control of your personal finances in a COVID-19 world

Australians are becoming more engaged with their personal finances. It’s fair to say 2020 hasn’t quite panned out the way any of us thought it would. From local bushfires to…

Financial Planning Investment

Five investing tips for beginners

 

Here are five investing tips for those who are just beginning their investment journey.

 

Financial Planning

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 Investment

What’s your risk profile?

 

Your attitude to risk is one of the most important factors to consider when it comes to investing.

 

Financial Planning Lifestyle

Tips for parents who became the bank of mum and dad

Aussie parents have coughed up more than $26 million to help their adult kids since COVID-19 hit our shores – and one in five is at financial risk from doing…

Financial Planning Retirement Superannuation & SMSF

Your guide to the super guarantee and rate changes

From 1 July 2021, the contributions your employer is required to make into your super fund, under the super guarantee, will increase to 10% of your before-tax income. The super…

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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.