Category: Financial Planning

Financial Planning Retirement

The 5 new year financial goals you should be making

The new year is a great time to start thinking about your future and how you would like to spend your retirement. As well as creating a bucket list of…

Financial Planning Retirement

The 5 new year financial goals you should be making

The new year is a great time to start thinking about your future and how you would like to spend your retirement. As well as creating a bucket list of…

Financial Planning

Money challenges women face

Knowledge is power. Financial knowledge is particularly powerful when it comes to securing your future. Women and men alike can benefit from acquiring financial knowledge and skills. But when it…

Financial Planning Retirement

The secrets to early retirement

Dreaming of retiring before you reach 50? The ‘secrets’ to early retirement may be more practical and achievable than you’d think. While many people choose to work as long as…

Financial Planning

Top tips: Real-life money smarts from everyday Aussies

Fuss-free money advice can be hard to come by, which is why we and Westpac have joined forces to ask everyday over-60s what their best pieces of advice are in just a…

Financial Planning Insurance

The end of Income Protection Insurance as we know it

Recently APRA announced major changes to the structure of Income Protection policies. It will occur in a matter of weeks and is not receiving any publicity in the mainstream media so we…

Financial Planning Retirement

How much you need to boost your budget by for a comfy retirement in 2020

Retirees will have to reign in their spending if they want to live comfortably, with new data revealing yet another increase in cost of living for Australians. The Retirement Standard,…

Financial Planning Retirement

How to get approved for a credit card or credit limit increase in retirement

Responsible lending guidelines are designed by financial regulators to protect the vulnerable from entering into more debt than they’re able to service, but are having a knock-on impact on some…

Financial Planning Loans and Finance Property

5 money changes happening in 2020 that you need to know about

Aussies are being urged to take note of the big money changes that are expected to occur this year, to help themselves prepare financially for the months ahead and save…

Financial Planning Investment

Advice for my twenty-something self

When I was in my 20s, I flirted with dreams of becoming a race car driver or a foreign correspondent.

Take The Next Step, Book an Appointment
Contact Us

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.