Suite 1, Level 10,51 Queen Street, Melbourne, VIC, 3000Request a callback Book an appointment
Zoe is a passionate Financial Adviser who believes she is privileged to work with clients from all walks of life to achieve financial freedom. According to Zoe, the most rewarding thing about being a Financial Adviser is seeing the difference she has brought to her client's lives. Whether assisting client's to meet their short term goals or working with them over a longer period to ensure they are placed on a trajectory to live the lifestyle they want in retirement. Zoe focusses on ensuring she has a deep understanding her clients current situation and their goals for the future and has a genuine concern about their well-being. In doing so, Zoe is in a position to recommend the appropriate strategies that meet the best interests of the client. This can also mean working with a number of centres of influence across complimenting industries to assist clients in areas outside their financial plan. As a mother of daughter; Sophia, Zoe believes the highest priority of a financial plan is implementing risk management strategies that provide the right amount of money, in the right hands and at the right time.