- Financial Planning
- Superannuation & SMSF
Zac has been my adviser for 8 years, I met him during the GFC when I had lost almost half my super as it was invested in the wrong shares. He has since helped me rebuild my portfolio and we now have strategies in place whereby the investments I hold are more suited to where I am at in life (retired and needing regular income) and I feel comfortable that my investments are being managed more actively. I find Zac to be a genuine person, he seems to have his clients best interests in mind - and I value the fact that he takes the time to make sure that I understand everything.
Zac and the Centra team have helped us so much as we prepare for retirement. They look after our investments and super, and also helped us apply for the pension which we didnt think we could get! We appreciate that they are patient and take the time to explain things in a way we can understand. It's also comforting to know that we can contact Zac anytime if we need to, and
Allan & Diane
I have always been sceptical about using the services of financial planners – but after seeing Zac present at an Investors I felt that he was genuine and that he was quite different to everyone else I had met before. So I decided to make an appointment to see him about getting a plan for me for retirement. What stood out for me was that he took a real interest in what I wanted for my life and showed me how I could achieve it! I am now well on the way to reaching my goals and am very confident that I will be able to retire comfortably.
Zac is refreshingly patient, genuine and enthusiastic financial adviser who encourages his clients to think carefully about their investments and offers them the best possible advice for their individual situation. His strongly professional advice is backed up by exceptional attention to detail and personalised contact to ensure that all is going according to plan.
Zac has been a god-send! I met him while doing an investment course and really liked how he explained things and the fact that he knew so much. I asked him to be my adviser and he has been looking after my shares and my super since then.
Zac “practices what he preaches” – I could tell from when I first met with him that he knows his stuff – but that he has also been doing it himself. I like his investment approach and how he manages my investment portfolio, and he has also helped my son by showing them the importance of investing early.