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"What we found to be particularly helpful
was the holistic approach they followed to
tailor a flexible, yet long term financial plan
that incorporates our goals and objectives
while considering our tolerance for risk."

Andrew & Margaret

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Latest News

Ouch that hurt!

You may have noticed some volatility within financial markets of late, and with that volatility you can be forgiven for cringing when financial markets drop by 5-10% over a week. When it happens do you find yourself re-thinking your financial plan..

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About us

We’re an Australian team of financial experts who can devise a plan to get you to your future.

Flat fee, no hidden commissions

Completely honest, straight-forward advice

Specialists in behaviour around money

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Zest Financial put us on a far better path than we could have done on our own.

Donny & Lisa32, Business Owner & Professional

Their professional yet friendly approach made us feel very comfortable in sharing our situation and our needs and goals.

Neil & Blanche61, Retirees

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