Wealth Insights

Balancing Australian and global shares means weighing growth, income & currency risk Getting investment exposure to global companies through share markets makes sense, but weighing up risks such as currency fluctuations is important. Many Australians have a justified love affair with the domestic share market. The Australian share...

When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s the silent partner in your financial strategy, quietly working behind the scenes to protect everything you’ve built. Strategic asset allocation is the hallmark of a robust...

Succession planning can be difficult at the best of times without dealing with the added pressures farmers need to face including droughts, fires and floods.And that’s why it is even more important to plan early and get it right when you are on the land....

Have you ever sprained your wrist, bumped your head, or had any sort of injury that caused swelling? This sort of inflammation is healthy and the body’s response to injury or infection.  Conversely, chronic inflammation, or prolonged inflammation, can lead to a host of health issues...

Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never wear, gadgets you never use or other items just gathering dust? Turns out, you might be sitting on a small fortune without even realising it. In...

Whether you’re selling, looking to buy or simply wanting to refinance, you need to know the value of the property in question. The tricky thing is there can be a distinct difference in values depending on who assesses the property – whether it’s the bank, council,...

Discover ways to answer the common question ‘How much do I need to retire?’ Learn about retirement costs How much retirement costs depends on what you want out of retirement, and your individual needs and circumstances. The lifestyle you want may look different to another person's, so...

Be suspicious of anyone offering you easy money. Scammers are skilled at convincing you that the investment is real, the returns are high and the risks are low. There's always a catch. If you think you've been targeted by scammers, act quickly. For steps to take...

When disaster strikes, the last thing you want to discover is that your insurance doesn’t stretch far enough. What is home underinsurance? Underinsurance means your insurance won’t cover the full cost to rebuild, repair or replace what you’ve lost. It's important to get the right amount of...

Let’s face it, while we want to be living our best lives, it is only too easy to get bogged down by the daily grind. If you are one of those who tends to put off financial admin tasks – read on as the boring...

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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.