Forget about location, location, location being the key to a good investment outcome. For now, let’s think of the most important ingredient as being regular, regular, regular!

A regular savings plan can turn small amounts of money into a sum that can take you closer to...

A client who runs his own laundromat business came to see me last week. Barry was in a bit of a state. He told me it had suddenly dawned on him he was getting closer to retirement and had been reading all these stories in the paper about how much a person needed to hav...

Does the value of the Aussie dollar affect you? 

You might think that only importers and exporters pay attention to the value of the Aussie dollar, but movements in the exchange rate affect us all.

After peaking at US$0.81 in January 2018, the Australian dollar fell as l...

Why the 'GAD' is the new GFC

There’s a new acronym being bandied around property and finance circles - GAD - or the ‘Great Australian Deleveraging’. What is it?

Australia is experiencing record levels of debt accompanied by declining house prices. This means we have ente...

You've probably heard about the Royal Commission into the financial services sector recently. There's been a heap of noise around it and how it impacts you.The entire industry has taken a reputational beating; which is disappointing to the large majority of good advise...

The Australian Taxation Office (ATO) is setting their sights on the large number of mistakes, errors and false claims made by rental property owners who use their own property for personal holidays.

Over the next few years, it intends to regain more than $1 billion in l...

The COMPULSORY insurance policy you didn’t know you needed!

Have you ever used a babysitter, housesitter, nanny, gardener, in-home carer or handyman?

Have you ever thought what would happen if they injured themselves in and around your home?

Most people assume their home...

What’s happening in Australia? 

• Economy – the Australian economy grew by 0.8 percent q/q (seasonally-adjusted) in the June quarter of 2017 and 2.0 percent y/y.

• Growth - was relatively broad-based with domestic final demand and net exports contributing strongly.

  ...

Economic Update - worries over worsening family finances

Australian wages are rising at their slowest pace on record, subduing spending at a point when household debt has climbed to an all-time peak. Combine this with an inflation rate which is at a 2 ½ year high has me...

It’s been a busy few weeks for us at Investment Zone; not only have we been inundated with new clients, but we have been spending some time on Federal Budget Analysis since the announcements on Tuesday 9th May. Unsurprisingly, there was little by way of social security...