Wealth Insights

Investing in property, such as residential real estate, is likely to be a lengthy process and one that usually involves a long-term plan. To ensure you have considered what is required before making the big purchase, we’ve outlined steps you need to take in that...

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year. Specific points in time can be useful for investors, although they’re generally less relevant over the long term. Take the end of the 2022-23 financial year on Friday...

There is a lot of interest in buying off-plan, not least because of the incentives offered through government schemes and the longer timeframe to settlement. However, stories about the risks that come with buying sight unseen may have you feeling cautious. Let’s run through some of...

Before you retire If you're planning to retire, you need to consider: your age including if you have reached your preservation age when you can access your super how much tax you will pay on amounts you receive if good leaver conditions apply if you are part of an Employee Share...

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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.