Category: Retirement

Retirement Superannuation & SMSF

Is your super fund top of the class? If not, it could cost you thousands in retirement

You no doubt already know that not all superannuation funds are created equal, but you might still be surprised to find out just how badly the wrong fund can impact…

Lifestyle Retirement

Finding a purpose in retirement can help you live longer

Transitioning from work life to retirement can be tricky and while most people anticipate retirement being the best years of their lives, many struggle to find a purpose in their…

Financial Planning Retirement Superannuation & SMSF

How to play catch up with your super

Now you can put more into super at the concessional rate of tax, starting from the 2019-20 financial year. Putting more money into the tax-friendly framework of superannuation to help…

Retirement

The proper help can be a benefit – age pension

About two-thirds of Australians are entitled to at least a partial age pension (i), so most of us need to understand how it works and determine what role we want it to play in our retirement plan.

Retirement

Retirement rolls around faster than you think

New research shows one in three Australians think retirement is too far away to plan for. That’s a big mistake. Take it from me, the day when you’re ready to…

Lifestyle Retirement

Make working later in life work for you

The relationship between work and retirement is changing. Nowadays we expect a lot more from our later years than previous generations—we’re no longer satisfied with treading water and we want…

Financial Planning Retirement

How to make your money stretch further in retirement

Once you’ve retired and stopped receiving a regular income, you may find yourself relying on the Age Pension, which is widely regarded as inadequate, or on savings you’ve stashed away…

Retirement

Honey, the kids shrunk my retirement

An increasing number of Peter (and Peta) Pans are refusing to fly the coop, staying in the family home well into adulthood. It’s estimated that in the next five years,…

Insurance Retirement

Paying for health care in retirement

In retirement, an Australian couple needs from $4,700 to $9,400 a year to pay for health care , according to the Association of Superannuation Funds of Australia, and the average cost of private health insurance rose 4.8 per cent in 2017, far outpacing inflation.

Financial Planning Investment Retirement Superannuation & SMSF

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…

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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.