Category: Insurance

Insurance

What is the Commonwealth Seniors Health Care Card

I am often asked what the Commonwealth Seniors Health Care Card (CSHC) is, what the benefits are for a card holder, and how to apply? The CSHC entitles you to access…

Insurance

Protecting your loved ones

You’re working hard to take care of your family now – so it makes sense that you’ve already put a financial safety net in place that will protect them if…

Insurance

Professional liability insurance company enhanced asset allocation and reduced administrative complexity.

One of our longstanding clients, a professional liability insurance company composed of five member hospitals and healthcare entities that have combined their self-insured assets, was facing multiple challenges related to…

Insurance

Thinking about insurance ahead of retirement

Finding the right level of insurance cover is important when you’re thinking about retirement. If retirement’s coming up on your horizon, the impact of COVID-19 (coronavirus) may have thrown a…

Financial Planning Insurance

Members warned to check their super insurance before it’s too late

The government’s Your Future, Your Super legislation is due to pass Parliament on 1 July, with members urged to know their superannuation insurance needs prior to the bill’s passing. One…

Financial Planning Insurance

Protecting your loved ones

You’re working hard to take care of your family now – so it makes sense that you’ve already put a financial safety net in place that will protect them if…

Financial Planning General Insights Insurance

Reviewing your personal insurance policy: when, why and how

Insurance might not always be top of mind, but it’s important to review your policies regularly to make sure you’ve got the right cover Whatever your mix of cover —…

General Insights Insurance

Is your insurance overdue?

If your policy lapses, you may face more challenges than being unable to claim when you need to. If you let your insurance lapse, you may be in for a…

Financial Planning General Insights Insurance

5 life insurance questions you’ve always wanted to ask

What impact do factors like your weight, age and smoking status have on your ability to buy life insurance? Life insurers take into account a number of different factors when…

Insurance

What is the Commonwealth Seniors Health Care Card?

I am often asked what the Commonwealth Seniors Health Care Card (CSHC) is, what the benefits are for a card holder, and how to apply? The CSHC entitles you to access…

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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.