Before coming to see the team at Zest, although we thought we were financially sound, Zest Financial put us on a far better path than we could have done on our own.
We Met with Zest, and unlike previous financial advisors we’ve met with, they’ve spent so much time and effort listening to us, and got an incredible understanding with where we are at now, and what we want our life to look like many years from now.
They worked with us to create a flexible and personalised financial plan, that helped maximize the gains and minimize our risk – A plan that takes into account life changes; ie marriage, work fluctuations, health, etc. He explained and simplified the process, and gave us a greater level of certainty and security around our current day life, near future , AND retirement – with more options than I ever knew possible, helping secure our future and achieve our lifelong, lifestyle goals.
We couldn’t be more happy and confident than with the team at Zest – Thank you for everything.