Chris Castles
After interacting with previous financial advisers and not receiving particularly great advice, we heard about Zest and we thought, do we really want to be involved with some more financial advisers? We are glad that we did decide to partner with Zest as it came at a critical time for us, leading into retirement.
We initially attended an information session and subsequently decided to sign up with Zest. 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. This approach provided us with additional certainty and the peace of mind we desired.
I must say that we are very happy with the way things have worked out.
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.
When needing information, guidance and assistance in making financial decisions, especially with retirement in mind, we were delighted to meet and work with the team from Zest Financial Solutions.
Their professional yet friendly approach made us feel very comfortable in sharing our situation and our needs and goals. Their responsiveness to any of our questions has been immediate and reassuring.
We highly recommend their services to anyone in need of sound financial advice.
Chris has been our financial adviser since 2006.
Chris has been, and is a calm, professional and caring presence during our planning for and transition to retirement. We particularly appreciated Chris’s reassuring manner and wise counsel during the very stressful GFC.
Chris has the ability to clearly explain the increasingly complex superannuation and tax regulations. He is very attuned to his clients’ needs in that Chris challenges them to examine where their real focus for the future lies.
We regard Chris more as a personal and financial life coach rather than just a conventional financial adviser.
Zest, keep up the great service you provide and congratulations once again on your professional service. It appears to me that you are always striving for excellence in every aspect of your business. I will never forget how Zest helped me 4 years ago when I had a life changing health crisis . It made things so much easier regarding my finances and helped me make the transition to retirement so much easier.
With busy lives, we didn’t give much thought to our retirement planning as it was always a “long way off”. Suddenly it all came to be very important once we could see our “working life ” finish line approach quickly.
After making the decision to speak with Zest, they quickly reassured us that we were on track to be able to enjoy the stress-free retirement that we had dreamed of.
Their skilful planning took into account our lifestyle choices whilst giving us confidence to work with them when circumstances change. It was the best decision we have made as they are always there for advice and reassurance whilst keeping us focussed on our retirement pathway.
