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.
Peace of mind comes in many forms – but for most people knowing that their family will be provided for in their absence, or that they will be able to live the lifestyle that they choose in retirement, is paramount. My mission is to provide all my clients with this peace of mind no matter what their age or stage in life. To achieve this, I have deep conversations with clients about what is important to you and what your goals are, both personally and financially. We then work together to put a tailored plan in place and meet regularly to review and refine the plan as circumstances change.
I am a country girl at heart and began financial planning in country NSW 14 years ago, before moving to Canberra and more recently to Melbourne. I am a Certified Financial Planner and have extensive experience with wealth accumulators, pre-retirees, retirees and their extended families.