Category: Financial Planning

Financial Planning

Coping with a crisis: Surge in advice enquiries

The COVID-19 crisis has been a wake-up call for individuals the world over to get their finances in order, with one financial advice provider noting a massive jump in new…

Financial Planning

How advised individuals are getting ahead during COVID-19

Advised clients are in a much better portfolio position during COVID-19 than their unadvised counterparts, according to an investment expert. The managing director of Wealth O2, Shannon Bernasconi, has explained…

Financial Planning

Here’s why advice is a good idea

Four-fifths of retirees have not sought financial advice during COVID-19, despite three-quarters of them also expressing a lack of confidence around how long their hard-earned savings will actually last. The…

Financial Planning

Why it might be worth seeking out a financial adviser

Good financial planning is about doing the small things consistently over time, a private wealth adviser has outlined while touting the benefits of good financial advice. In conversation with nestegg,…

Financial Planning

4 ways to help prepare your finances for a recession

If you think storms may lie ahead, it makes sense to prepare your craft for choppy waters. With Australia facing continued economic uncertainty, it may be time to take stock…

Financial Planning

Ways to use your tax refund for a stronger financial future

Not sure what to do with your tax refund? Strategic financial decisions for your tax return begin with a strong plan. Whether you breeze through tax time or dread the…

Financial Planning Investment

How advised individuals are getting ahead during COVID-19

Advised clients are in a much better portfolio position during COVID-19 than their unadvised counterparts, according to an investment expert The managing director of Wealth O2, Shannon Bernasconi, has explained…

Financial Planning

Why cash flow is king during COVID-19

Cash flow has never been so important, according to a chartered accountant. Palfreyman Chartered Accountants’ principal, Simone Palfreyman, has highlighted that with restrictions of COVID-19 likely to continue for many…

Financial Planning Retirement

COVID set to ruin retirement plans

Australians are becoming increasingly gloomy about their retirement prospects, with many believing that the flow-on impact of COVID-19 will mean they will have to work longer, new research has found….

Financial Planning

How to safeguard your finances through the pandemic

Australians are ill-prepared for any major setback financially, with one in five Aussies needing credit to get through unforeseen financial expenses, new research has found. Research from comparison site Mozo…

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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.