"Aren’t I already covered through my super fund?"           

Naturally, you don’t want to pay too much now for something that you may not need until years in the future. This is especially the case when many people have super accounts which...

The 2018 Federal Budget - what it means for you

On Tuesday 8 May 2018, the Treasurer released the Government’s 2018-19 Budget.

This year’s Budget has an emphasis on retirement planning and contains several important considerations which may affect both retirees and pre-r...

Have a happy and safe Easter!

Our office will be closed from Good Friday 30th March and reopen on Tuesday 3rd April 2018.

We wish you a safe and happy Easter! 

From Brad, Jess, Nikki, Vanessa and Lachy. 

Roger Montgomery captivates Baysiders once again!

We were delighted to...

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...