Category: Financial Planning

Financial Planning

Avoid the rush: Get ready for June 30

It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order? With all the disruption and special support…

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 Investment

Investing to achieve your goals

What do you want out of life? While it’s great to have a vision of what we want our lives to be like, without clear goals and a plan to…

Financial Planning

Don’t short-change your medium-term goals

When it comes to setting financial priorities, medium-term goals often suffer from middle child syndrome, not taken as seriously as the oldest or indulged as much as the youngest. The…

Financial Planning

Kicking financial goals in 2022

After a difficult year of COVID disruptions and uncertainty, the summer holidays can’t come quickly enough. It’s a chance to refresh and reflect on the year that was and hopefully…

Financial Planning

Financially planning parenthood

Parents often refer to their children as their ‘pride and joy’ and there is no doubt that becoming a parent can be a profound, life changing experience, which is just…

Budgeting Financial Planning

6 ways to clean up your personal finances

Bringing your spending under control can sometimes feel daunting. Here are some ways to start. More than a few titans of the finance world have suggested that earning money isn’t…

Budgeting Financial Planning

Financial wellness is shifting the way we think about wealth

Australians looking to work towards financial freedom are embracing a new approach. Younger generations are putting their own spin on the traditional wealth-creation journey through a new push towards financial…

Financial Planning

More than half of Aussie Millennials don’t have a savings plan

Money is remaining a taboo subject for Millennials, which is leading to poor saving habits, a big four bank has revealed. Survey data released by CommBank showed that 61 per…

Financial Planning

Love and money: achieving financial harmony

The past 12 months have been a challenging time for many of us on a personal level, with the pandemic having a far-reaching impact on so many aspects of our…

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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.