Andrew Zbik has reunited with former Omniwealth colleague, Hoa Tran, at his recently formed planning group, CreationWealth. Ms Tran joins the planning firm as an Associate Financial Adviser.
advice
Is there any value in financial advice?
Getting good useful advice whether from a plumber or a planner or other expert is a cause of concern for many people.
Are you expecting a post-COVID redundancy?
How do you know how much you will get? Your employer should provide you with a redundancy estimate prior to you agreeing to sign the terms of a redundancy.
What wealthy people told me about making money
Andrew Zbik is a seasoned financial planner and he thought first-time investors might value the views of wealthy people about how to make money and keep assets.
When to sell an investment property? 1 – pay down home debt
Omniwealth’s Property Sale Series starts with the question: When to sell an investment property? The first study looks at paying down home debt.
If you can’t answer these questions, you don’t have a financial plan!
Apparently eight out 10 Australians don’t get any formal financial advice. Earlier this year ASIC found that while 44 per cent of Australians said they have a short-term financial plan only 23 per cent said they had a long-term financial plan.
New Financial Year wealth tips
Steven Korner suggests six key ways to help build wealth and propel you on your path to financial independence.