Category: Retirement

Retirement

Before you retire

Before you retire If you’re planning to retire, you need to consider: Special rules apply if you receive an employment termination payment, genuine redundancy payment or payments from an approved…

Retirement

More Australians are unlocking home equity to fund retirement

A growing number of Australians are downsizing their home to fund their retirement. Here’s the latest data from the ATO on use of the downsizer measure. Vanguard’s recently released How Australia…

Financial Planning Retirement

Australians need a retirement confidence boost

Giving Australians better access to high-quality and more affordable financial advice is imperative. One of the fundamental principles for achieving long-term investment success is planning. In fact, the importance of…

Financial Planning Retirement

Four common retirement goals

A comfortable retirement looks different for everyone, but most investors share some common goals. We’ve broken those down into four key categories to help you start planning today. Envision your…

Retirement Superannuation & SMSF

Five ways to top up your super before 30 June

With only a few weeks left in this financial year, time is running out to maximise your super options. Outside of our home, the amount we have in superannuation savings…

Retirement Superannuation & SMSF

Making the most of your super limits

Getting more money into superannuation is a proven way of building wealth to spend in retirement. Ongoing contributions from your employer over the course of your working life, and potentially…

Retirement

The strong link between advice and retirement confidence

Seeking professional advice could lead to greater confidence in being financially prepared for retirement. Vanguard’s inaugural How Australia Retires study has found a strong correlation between the use of a professional financial…

Retirement

What exactly is the FIRE movement?

FIRE stands for “financial independence retire early”. Here’s some steps to ignite your retirement plans.   What is FIRE? If you’ve ever considered early retirement, you could join the FIRE…

Retirement

Do career breaks come with a retirement price tag?

More working-age Australians intend to take a career break at some point. We’ve calculated the potential impact of doing so on retirement superannuation balances. Extended career breaks were once a…

Retirement

Transitioning into retirement: What you should know

Deciding on your retirement funding options in retirement comes down to what makes the most sense for you. If you’re close to retirement, chances are you’ve already spent time thinking…

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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.