Category: Retirement

Financial Planning Retirement

How long will my retirement savings last?

The Retirement Income Review (RIR) noted that many retirees leave large bequests and they would have enjoyed a higher standard of living in retirement if only they had spent some of…

Budgeting Financial Planning Lifestyle Retirement

How long will my retirement savings last?

The Retirement Income Review (RIR) noted that many retirees leave large bequests and they would have enjoyed a higher standard of living in retirement if only they had spent some of…

Retirement

7 questions to ask yourself before you retire

Retirement should be a time in your life where you feel secure, comfortable, and happy after a lifetime of work. However, sometimes the transition into retirement isn’t always smooth sailing;…

Financial Planning Investment Retirement Superannuation & SMSF

Why it will now cost more to retire

The cost of retiring just increased, with surging fuel costs and the rising price of food and healthcare negatively impacting a retiree’s bottom line. According to the latest figures by…

Financial Planning Lifestyle Retirement

Considerations for different retirement living options

Whether downsizing your home, relocating to a new city, modifying your existing property, or entering an independent or assisted living arrangement is on the cards, thinking ahead could create more…

Retirement

Understanding the Age Pension income and assets test

What is the Age Pension and am I eligible? The Age Pension is an income support payment provided by the government to people who have reached age pension age. Generally,…

Retirement

3 golden rules that make saving for retirement easier

If you’ve thought about how much money you need to save so you can retire comfortably, it might feel a little daunting. Maybe so much so, you’d rather not think…

Retirement Superannuation & SMSF

What do you need to think about when deciding when to retire?

When it comes to planning for retirement, it’s important to prepare yourself emotionally and financially. If you’re building your retirement plan, here are some things you may want to think…

Financial Planning Retirement

Many in the dark about retirement

Whether retirement is a long way into the distance, or just peeking over the horizon, recent research shows half of us aren’t sure we’ll have enough money to retire when…

Financial Planning Retirement Superannuation & SMSF

Your guide to the super guarantee and rate changes

From 1 July 2021, the contributions your employer is required to make into your super fund, under the super guarantee, will increase to 10% of your before-tax income. The super…

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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.