Category: Retirement

Financial Planning 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…

Lifestyle Retirement

Lessons from the blue zones: Secrets of a long life

The parts of the world where people live longest may hold the key to the fountain of youth. We explore how to live longer and uncover the Blue Zones’ secrets…

Retirement Superannuation & SMSF

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 Retirement Shares

Four tactics to build an investment portfolio

Learn strategies to help you focus on long-term wealth accumulation, so you can fund your aspirations for retirement. An increasing number of Australians are hitting retirement age, and more people…

Financial Planning Retirement

Would you like to retire by 40?

Many younger Australians are joining the Financial Independence, Retire Early (FIRE) movement. Is it right for you? When you’re starting out in the workforce and building your career, retirement can…

Retirement Shares

Retiree self-protection: A volatility-and-downturn ‘bucket’

The latest fall in share prices close to the 10-year anniversary of the global financial crisis (GFC) is likely to prompt more retirees and near-retirees to think about creating a volatility-and-downturn cash bucket.

Financial Planning Retirement

Would you like to retire by 40?

Many younger Australians are joining the Financial Independence, Retire Early (FIRE) movement. Is it right for you? When you’re starting out in the workforce and building your career, retirement can…

Retirement

A dynamic approach to retiree spending and drawdowns

Here's a critical question for retirees and those nearing retirement: How much are you intending to drawdown and spend each year from your retirement savings?

Retirement

Living expenses for retirees on the rise

The latest Association of Superannuation Funds of Australia (ASFA) statistics into retirement lifestyles has shown a jump in the cost for retirees during the June 2018 quarter, driven mainly by clothing, transport and health services.

Retirement

Australia’s changing population demographics make relying on age pension a risky strategy

Why Australians will need to plan towards a self-funded retirement Due to Australia’s rapidly changing population demographics, there’s a silent transfer of ‘longevity risk’ going on from the state to…

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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.