Wealth Insights

Keeping you up to date with topical information on financial planning and strategies, as well as Centra's upcoming events, workshops and seminars.
Financial Planning

Staying financially well as the years go by

Our financial priorities tend to change as we move through life The good news from AMP’s 2018 Financial Wellness Index is that only 7% of Australian retirees aged 65 or over…

Retirement

Review queries retirement system understanding

The Retirement Income Review questioned if consumers understand the end purpose of the retirement system and if more needs to be done to make it clearer.

Superannuation & SMSF

Superannuation changes

Learn more about the latest super reforms and what they could mean for you.  Putting Members’ Interests First legislation Putting Members’ Interests First (PMIF) law was passed in September 2019….

Financial Planning Lifestyle

10 ways to boost your financial wellness over the festive period

The lead-in to Christmas and the holiday period, whilst full of joy, can also have a significant impact on financial and holistic wellness. Two in five Australian workers are financially…

Retirement

Retirement planning in 15 minutes a day

There are few things in today's world as certain as this. Ask anyone how they are and the answer you're likely to get is “I'm good. Busy. How are you?”

Loans and Finance Property

Pros and cons of Guarantor Home Loans

As it becomes more and more difficult to break into the housing market, many families are considering the option of a guarantor home loan – generally used when parents provide…

Education Loans and Finance

What’s A Better Strategy To Access Equity: Take Out A Line Of Credit Or Just Top Up A Loan?

Lines of credit can be very useful; however, you need to be careful regarding an evergreen set-up in which no repayments are needed and the interest is added on to…

Investment Superannuation & SMSF

Eggs, baskets and diversified SMSF investment strategies

The ATO wants to ensure that, when an SMSF has a significant majority of its investments in a single asset class, the trustees have considered, as part of the investment strategy, the risks which could arise from that limited diversification.

Financial Planning

7 tips to improve your financial wellness

What is financial wellness? How you feel, is your wellness. How you feel about your money is your financial wellness. This can be measured by the financial wellness index, which…

Superannuation & SMSF

New opportunities for employees to claim additional superannuation

Under the current rules, the maximum amount of “concessional” superannuation contributions that can be claimed is $25,000.00 per person per annum.

Take The Next Step, Book an Appointment
Contact Us

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.