I am passionate about getting to know people, understanding their needs, and working with them to help achieve their goals over the long term. I enjoy building trusted relationships with my client. My existing clients are at various stages of life which means they have a variety of needs and goals that I support and help them with.
I provide comprehensive financial advice and can help you with:
- Setting personal and financial goals.
- Planning for your retirement.
- Growing and protecting your wealth.
- Protecting you and your loved ones financially from a sickness, injury, or life event through personal insurance.
- Budgeting, reducing debt, and cash flow management.
- Reviewing your existing Superannuation and Investment strategies.
- Social Security.
My qualifications include a Bachelor of Commerce, Graduate Diploma of Applied Finance and Investments, Advance Diploma of Financial Planning and SMSF accreditation. I am a member of the Financial Planning Association of Australia (FPA). I have worked in the financial services industry for over 20 years and as a financial adviser for 8 years.
I have been a client for a number of years and can not speak highly enough of the advice and support I have received from Zoe.
Zoe is a wonderful adviser and has always given me sound advice.
We find Zoe Midwinter capable and confident in all aspects of the position she holds, we have been with her for many years, we respect her decisions that have helped us to enjoy our retirement. Her knowledge and expertise in all areas of financial developments are exceptional, keeps us up to date with any financial matters pertaining to our situations, Zoe is always close at hand and easy to keep in contact with. We would recommend Zoe to anyone needing financial advice.
Zoe is very knowledgeable in her job. I am very lucky to have her looking after my super interests!
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2014
- Years of experience 9
- Graduate Diploma of Applied Finance and Investment
Viridian Financial Group LimitedPlatinum Building, Suite 2.03a, 4 Ilya Ave
Erina, NSW 2250
- In person
- Video call
Viridian Advisory Pty Ltd