In the first appointment we gather some important preliminary information from you and explain our process. We then go away and start building a tailored financial plan for you.
That starts with understanding what type of lifestyle you want now and in the future so we can devise a financial strategy to meet your objectives and most importantly, understanding and helping to manage behaviour around money.
What will we do for you?
Give you less, rather than more, to do
We will be your financial expert to talk through big decisions
Be realistic about the path to get you to where you want to be
Design safeguards to keep you on track
Develop a sophisticated, personalised plan that’s easy to understand & implement
Watch our video to find out what we think about financial planning
A financial plan designed by us will show you exactly what you should and shouldn’t be doing to make your money work for you. This means you get your financial options mapped out according to what you want your current and future lifestyle to be – it’s hassle-free planning so you can get on with living knowing that your money is on track.
Two completely free sessions
So that you feel 100% comfortable with the team who will be helping you meet your financial goals, we provide you with two completely free focus sessions with your adviser before you have to make any decisions.
These free appointments are our way of working out whether we can deliver you significant value, and we feel our values align.
At this point you can choose to walk away – you are under absolutely no obligation to continue.
To enquire about your 100% free appointment call
1800 283 895
Zest Financial put us on a far better path than we could have done on our own.
Their professional yet friendly approach made us feel very comfortable in sharing our situation and our needs and goals.
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.
To find out how we might work together, call us to request a free appointment on