Wealth Insights

There’s a particular kind of exhaustion that comes from constantly trying to “make things work.” Adjusting, tweaking and compensating for situations that no longer fit. It’s the life equivalent of pouring sugar into bitter coffee. But, if you constantly have to sweeten something to tolerate...

When it comes to purchasing a property, there are two main options to consider: buying an established property or opting for a new one. Each choice comes with its own set of benefits and considerations. By carefully considering factors including those outlined below, you will...

Retirement is an opportunity to assess where you live and how you want to live.  Questions to help you decide where to live Retirement may be a time to think about whether you want to stay where you are, downsize or move into a retirement home. Your children...

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on...

These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover held this way is often inadequate. A Rice Warner study back in 2020 found that life cover within superannuation only met...

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come. But one of the greatest risks to that legacy can be the challenge of dealing with...

For many of us the appeal of a holiday lies in experiencing new things - the thrill of new sights, smells and of course, tastes. If you are a bit of a foodie or even if the thought of immersing yourself in another culture via their...

We all want to be a bit healthier but it’s not always easy to drag yourself off to do a workout, particularly in the lead up to such a busy time of the year. It’s also pretty hard to eat well when there are so...

What is a bridging loan? A bridging loan, or bridging finance, is a short-term loan that can help you finance the purchase of a new property while you sell your current property. Most people sell their old home first, and then buy their new home with...

Retirement has often been seen as a time to slow down and enjoy the simple pleasures of daily life. And for many, that’s the dream. But retirement is no longer defined by one image or one path. In fact, it can be something much more...

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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.