Michael Zaia

I am passionate about helping people navigate the complexities of financial matters – giving them the platform to spend more time doing the things they enjoy.

As a financial adviser, I work closely with clients to understand their unique circumstances and develop personalised plans that address their specific needs and values. I provide advice on areas such as investment management, superannuation, risk management (life insurances) and retirement planning, helping clients make informed decisions about their financial futures.

Giving retiree clients confidence to spend without feeling guilt is one of the most rewarding parts of my job.

When you have a financial adviser with you, you’re buying peace of mind and you have someone (i.e. a human – who can relate to your emotions) in your corner to support you in meeting your lifestyle goals.

Education

• Bachelor of Commerce (University of Sydney) – Finance & Economics
• Advanced Diploma of Financial Planning
• Financial Advisor Standards & Ethics Authority (FASEA)
• Self-Managed Superannuation Fund Regulation and Taxation
• Margin Lending & Geared Investments
• Tax for Financial Advising

The Challenge

Navigating the complexities of investing and taxation law can be daunting. With constantly evolving regulations and limited time/interest to stay informed, many individuals find it challenging to make confident financial decisions.

Our Solution

For your peace of mind, my advice follows our ‘7 Step Wealth Creation Framework’ and as a client, you will:

• Have peace of mind with complexity removed,
• Gain confidence with personalised strategies,
• Enjoy life and retirement.

Our Beliefs

• Integrity creates trust and trust is the foundation of success.
• Listen, be approachable & make it easy.
• Share formulas for success to help others.
• Only recommend strategies that we would do ourselves & for our families.
• Be transparent & always call people back.
• Complete forms (where possible) as our customer’s time is valuable.
• Advice should be in writing as we should be accountable.
• Having great attention-to-detail so our customers don’t need to.

Client Reviews

See what my clients say about me at AdviserRatings.com.au.

Personal

I chose this field of work because I find it purposeful and enjoyable. It allows me to combine my interest in numbers and strategy, with my passion for helping people.

Outside of work I spend most of my time with family, friends and keeping fit. I enjoy playing sports, hiking and I’ve ran multiple marathons.

I’m a longtime Liverpool FC fan and one day hope to watch a game live at Anfield.

Next steps

Please phone on 0415 032 369 or email on michael@freshwaterwealth.com.au

Michael Zaia Advisory Pty Ltd | ABN 99 693 151 236 | Corporate Authorised Representative No. 1319292

Licensee – Alliance Wealth Pty Ltd | AFSL No. 449221 | ABN 93 161 647 007 | www.centrepointalliance.com.au/fsg/aw

The use of the title ‘Partner’ by a representative of Freshwater Wealth is used to denote ownership in one of our Corporate Authorised Representative companies and does not and is not intended to signify that Freshwater Wealth is a partnership.