Category: Retirement

Financial Planning Retirement

Checklist for the end of financial year

The end of financial year on 30 June is a good time to take stock and get your finances in order. This is an end of financial year like no…

Lifestyle Retirement

The real-life lessons for retirement we can draw from the Covid-19 crisis

In 1946, psychiatrist, author and Holocaust survivor Viktor Frankl published the first edition of what would become the international bestseller, Man’s Search for Meaning, making the timeless observation: “In times of…

Investment Retirement

Investment options and retirement

If retirement was on your horizon in the next five years or so, the market downturn due to COVID-19 coronavirus might have prompted you to take a closer look at…

Financial Planning Retirement

Preserving retirement savings during COVID-19

Investment markets globally are experiencing significant volatility as economies around the world try to navigate the unchartered waters of the COVID-19. If you’re approaching retirement this volatility can be a…

Insurance Retirement

Thinking about insurance ahead of retirement

Finding the right level of insurance cover is important when you’re thinking about retirement. If retirement’s coming up on your horizon, the impact of COVID-19 (coronavirus) may have thrown a…

Retirement Superannuation & SMSF

Retirement income framework deferred due to COVID-19

The government’s introduction of the Retirement Income Covenant scheduled to start on 1 July has been deferred to allow continued consultation and legislative drafting to take place following the coronavirus crisis.

Financial Planning Retirement

How to stay the course in retirement

In the past few weeks, we have seen economies be brought to a standstill by COVID-19, unprecedented social measures announced by governments around the world, and a new, unusual rhythm of living that many of us are still settling into.

Education Retirement

Changes to pension drawdown and deeming rates

The Australian Federal Government has proposed two key measures to help retirees and those receiving income support to manage the financial impact of COVID-19. 1. Lower minimum pension drawdown rates…

Investment Retirement

Holding your nerve: Why retirees fear a market plunge

The spread of coronavirus has been followed by some of the biggest plunges in share markets since the global financial crisis (GFC), both here in Australia and around the world….

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…

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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.