Interest rates in Australia are at a record low with the RBA's latest cash rate decrease of 0.25%. Be savvy with your money and investments and shop around for a better deal if your bank isn't passing this rate cut on to you. https://www.mortgagechoice.com.au/stephen.zamykal/tools-resources/seminars/
Come to our 'Expert Tips for Retirement' Lunch and Learn session on 7 May from 12.30 pm to 1.30 pm at Workspace365, 485 La Trobe Street, Melbourne, 3000.
Most of us are anxious about when to retire and whether we will have enough income. Most of us can expect to receive 70% of our pre-retirement income.
Creating a wealth investment strategy now, no matter what stage of life, can help us gain the independence to choose the life we want. ,
23/12/2018
A short read to kick-start your New Year 🎉. Happy Holidays ☃️!
One of the most common New Year’s resolutions is, how can we save money? But we neglect to tackle where we can make our biggest savings – the home loan. ,
05/12/2018
Great summary on why NOW is the time to buy property.
The facts about the current state of the Australian property market. It's not doom and gloom - in fact, now is the time to buy.,
You’re sick of renting, but struggling to put a deposit together for your first home. You wish you could save more & not sure where all your money goes. This is a common scenario in Australia today and we can help! We’ll sit down with you to work on a simple budget to get you saving more now, so you can reach your financial goals sooner.
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I began working in the Melbourne financial services industry in 2001.
My family were Mortgage Brokers, so I grew up hearing and seeing stories of clients that needed advice which went beyond what a broker could provide. Their questions about how to manage their super, which assets to invest in and how to plan for retirement sparked my interest to find the answers to these meaningful questions.
A financial adviser that practices what she preaches
With a knack for numbers (I’ve got a PhD in Chemical Engineering from University of Melbourne) and an inquisitive mind, I started investing in property and shares. I learned which investment options delivered the best results and began writing a monthly newsletter called, The Share Factor.
As subscribers to the newsletter grew and grew, I realised it was the coaching and mentoring to my clients that gave me the most joy. I went back to ‘school’, got my financial adviser qualification, and am now an Associate member of the Financial Planning Association.
Together, we will get your money working for you
A key aspect of what I do for my clients is help them get the right balance between ‘enjoying life now’ verses ‘enjoying the journey of life’. I believe to get this balance right, you benefit from having a clear vision of what you want to achieve.
My aim is to understand your goals … even the non-financial ones… and then help you achieve them.