All Articles tagged with 'Andrew Zbik'

You are in Posts tagged 'Andrew Zbik' (Page 3)

Why claims SMSF borrowings are a danger to the financial system are misleading

From Omniwealth

Once again, I have read claims that the ability of SMSFs to borrow money to buy property are a danger to the financial system and investors with SMSF are at

continue reading

12 Mar 2018

Getting the facts right on Exchange Traded Funds

From Omniwealth

Over the last week conversations have continued with my clients about the recent share market drop. Several clients have asked what role Exchange Traded Funds (ETFs) have played? There are

continue reading

23 Feb 2018

Why does the share market just ‘lose it’?

From Omniwealth

The first week of February saw shares markets around the world capitulate with the Australian market down 4.8%, US Dow Jones was down 7%, European markets were down 6.9% and

continue reading

12 Feb 2018

Thinking of upsizing? Don’t be attached to your old home

From Omniwealth

Being a strategy focused fee-for-service planner I have many clients whom are in their thirties. Many of these clients made their first step into the property market by buying a

continue reading

08 Feb 2018

Budgeting to save money will not make you wealthy

From Omniwealth

Welcome to 2018. Another new year to set new goals, make New Year’s resolutions to change some bad habit you feel guilty about and to start saving more money! Right?

continue reading

01 Feb 2018

Super does not lose you money

From Omniwealth

“I don’t want to invest into super. My friends lost money investing in super during the GFC.” This was a conversation I was having with a new client this week.

continue reading

12 Oct 2017

Buying shares versus paying down home debt

From Omniwealth

Here’s an interesting situation for you to consider. I’m working with a new client who saved $300,000 to invest. Feeling they did not know what options were available to them,

continue reading

26 Sep 2017

Five good habits to build wealth

From Omniwealth

According to the Reserve Bank of Australia, the average Australian earns $1,164 per week or $60,528 per year. Then, the average Australian saves 4.70% of their income or $2,844 per

continue reading

22 Sep 2017

Use your superannuation to own your business premises

From Omniwealth

Do you own a business? How much is the lease for your business premises? Often it will be thousands of dollars you are paying each month to the landlord. What

continue reading

28 Jul 2017

How can I make an impact with my investing?

From Omniwealth

Impact investing is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured. But there is a challenge in

continue reading

18 Jul 2017

FIRST 1 234 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]