Category: Financial Planning

Financial Planning General Insights Superannuation & SMSF

Are bigger funds better for members?

As the march of the megafunds begins, Australia’s superannuation sector will need to seriously consider whether a merger is in their best interests. Speaking at the Association of Superannuation Funds…

Financial Planning General Insights Superannuation & SMSF

How to rebuild your super after a COVID-19 withdrawal

The Federal Government allowed Australians affected by COVID-19 to access some of their superannuation during much of 2020. For many people, the early release of super scheme was a lifesaver,…

Financial Planning General Insights Retirement

Transfer balance cap set to increase to $1.7 million

The amount of super savings that can be transferred into a retirement pension (whether you have one or more than one) will increase from $1.6 million to $1.7 million on…

Budgeting Financial Planning

Spread your money, reduce risk

Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs…

Financial Planning General Insights Insurance

5 life insurance questions you’ve always wanted to ask

What impact do factors like your weight, age and smoking status have on your ability to buy life insurance? Life insurers take into account a number of different factors when…

Financial Planning General Insights

Understanding the Age Pension income and assets test

Understanding how the age pension works, if you’re eligible, and how much you could receive can help you plan in the lead up to retirement. What is the Age Pension…

Financial Planning General Insights

How much super should I have at my age?

We look at the average super balances for different age groups in Australia so you can see how your super savings compare. A healthy super balance can be a key…

Financial Planning Investment

Super investment options – what’s right for you?

Choosing the right super investment options at the right time could make a difference to how much money you have when you retire. When it comes to your superannuation, the…

Financial Planning Lifestyle

Is $1m enough to retire?

A million dollars is a figure that’s often cited as the amount you need to retire. But while $1 million doesn’t go as far as it used to – it…

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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.