Wealth Insights

Investment

An investment bet that is hard to forget

Why billionaire active investor Warren Buffett is also an avid supporter of index funds. Investing should never be about making bets, even calculated bets. But there are exceptions to the…

Insurance

3 types of insurance all property investors should consider

Sophisticated investors understand their portfolios are the equivalent of income-producing businesses and wealth-creation vehicles. What I mean is they don’t adopt a set-and-forget attitude, and then naively hope that it…

Budgeting

What’s all the noise about loud budgeting?

Loud budgeting is a trend that may have started as a joke but is being embraced by those who want to share their financial goals and priorities and in doing…

Lifestyle

What Is The Best Time To Eat Dry Fruits And Nuts?

WHEN IT COMES TO EATING HEALTHY, TIMING IS KEY. THIS IS ESPECIALLY TRUE FOR DRY FRUITS. DRY FRUITS ARE PACKED WITH NUTRIENTS LIKE VITAMINS, MINERALS, AND HEALTHY FATS. BUT DID…

Lifestyle

Caught in the middle: help for the sandwich generation

If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all walks…

Investment Property

Why valuations are about more than just a figure

Arranging for a property valuation prior to purchase, or a valuation on a property you already own for refinancing is relatively straightforward. That said, it’s important to understand potential pitfalls…

Retirement

Navigating the new norm: Australia’s evolving retirement age

The landscape of retirement in Australia is shifting. Thanks to COVID-19, many Australians postponed their transition into their golden years. Recent figures, however, are indicating a significant trend: we’ve possibly…

Investment

The Magnificent 7: A cautionary investment tale

As a group, these companies have been riding high. But looks can be deceptive. In the 1960 Western movie The Magnificent Seven, a group of American gunmen help defend a small Mexican…

Insurance

6 reasons to take out landlord insurance

Making the leap from homeowner to property investor comes with a unique set of challenges and opportunities. While many landlords try to minimise their outlay and maximise their return –…

Budgeting

The money tips I wish I taught my children when they were young

We live in uncertain times. Just look at all the financial and economic challenges caused by inflation and the rising cost of living as well as relatively high interest rates;…

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.