Category: Financial Planning

Financial Planning

ATO targets property investors: What to watch out for

As tax time is approaching it’s time to get all your financial ducks in a row. And this year, it’s more important than ever for property investors to get it…

Financial Planning

Federal Budget 2024-25 Analysis

What does the Federal Budget mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and…

Economics Financial Planning

What does the Federal Budget mean for me?

Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s…

Financial Planning

Getting to a higher level of financial literacy in Australia

The practical benefits of improving financial literacy. This month marks the 20th anniversary since the United States’ government under former President George W. Bush passed legislation officially proclaiming April as Financial…

Estate Planning Financial Planning

Australians need help on how to manage huge wealth transfer

Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers…

Financial Planning

This is ridiculous, but my love of ice cream taught me about changing habits to become more disciplined

I love ice cream. It is one of my greatest weaknesses. I like lots of flavours but my all-time favourite is mint choc chip. If there is mint chocolate chip…

Financial Planning

Rethinking Retirement and Wealth: A New Perspective

Make sure to ‘die with zero’ for optimal happiness – that’s the idea behind Bill Perkins book – Die with Zero. In short, Perkins wants to rescue you from over-saving and…

Financial Planning

Six easy steps women can take to improve their financial outcomes

These empowering strategies can help women take bigger financial strides over the long term. International Women’s Day (IWD) is celebrated around the world on 8 March every year to highlight…

Budgeting Financial Planning

Managing your financial health

Understanding financial health Financial health is an important part of our lives. When we take care of our financial health we can better manage financial stress and achieve our financial…

Budgeting Financial Planning

Millions of Aussies unable to make credit card repayments – new data reveals

How are you with your credit card payments? Well, according to new research from Finder, an alarming number of Australians are falling behind on their credit card repayments. In fact,…

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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.