Category: Financial Planning

Financial Planning Superannuation & SMSF

Can I go back to work if I’ve already accessed my super?

Generally, you can, but there may be other things to consider. When you access your super at retirement, depending on your age and personal circumstances, your super fund may ask…

Financial Planning Insurance

Members warned to check their super insurance before it’s too late

The government’s Your Future, Your Super legislation is due to pass Parliament on 1 July, with members urged to know their superannuation insurance needs prior to the bill’s passing. One…

Financial Planning General Insights Superannuation & SMSF

Super funds ‘increasingly likely’ to achieve double-digit yearly returns

Superannuation funds have continued their bounceback from the COVID-19 pandemic and are now on track for double-digit returns, new research has revealed. Research released by Chant West showed that growth funds…

Financial Planning Insurance

Protecting your loved ones

You’re working hard to take care of your family now – so it makes sense that you’ve already put a financial safety net in place that will protect them if…

Economics Financial Planning Retirement

Aged care increases announced, but are they enough?

The government has announced more than $17 billion in assistance to the underfunded aged care sector over five years. Treasurer Josh Frydenberg has announced that his government will increase aged…

Budgeting Financial Planning Investment Shares

How Aussies can invest like Warren Buffett

Arguably the most successful investor of the modern age, Warren Buffett is still the chairman and CEO of Berkshire Hathaway at 90 years old, and currently has a net worth…

Financial Planning Investment

3 reasons bonds should be considered for balanced investment portfolios

As an investment, bonds are both underrated and misunderstood. They are often seen by investors as boring, defensive, predictable and producing very little in the way of income. In short,…

Budgeting Financial Planning Retirement Superannuation & SMSF

Budget 2021: Super changes explained

Josh Frydenberg’s latest federal budget foresees a number of important changes to Australia’s superannuation system. While some of the big super changes included in the 2021 budget are specifically targeted…

Budgeting Financial Planning Investment Retirement Superannuation & SMSF

Aged care, super and tax cuts: Experts react to the 2021 budget

The 2021 Federal Budget was unveiled last night, and — as expected — is focused on creating jobs, rebuilding the economy through investment and guaranteeing essential services. Despite fairly significant…

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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.