I am passionate about helping others to navigate the Superannuation, Investments and Personal Insurance industries to achieve a secure future. I work with individuals who want to prepare for their retirement, retirees who want to preserve their funds for their lifetime, and young clients and families who are keen to build and protect their wealth.
We offer a 15 minute consult via https://www.zebratailoredwealth.com.au for you to see if our services will suit your needs.
Alysia has advised and guided me for around 8-9 years, through her previous financial advisory role and, after a break, now in her current business as Zebra Tailored Weath. Alysia has advised on the management of our SMSF and its recent closure and rollover, with clear knowledge and professionalism. She's always engaging and thorough, importantly anticipating needs and exploring options, covering personal and business contexts. I have entire confidence in Alyisa's advice, especially given the complexity of current-day financial and the regulatory environments.
Alysia provided comprehensive advice for me on Life, TPD, Trauma and Income Protection Insurance policies. Alysia was extremely knowledgeable and was able to explain things in 'plain english', and her written advice was well structured and easy to follow. I felt confident that Alysia had considered all options and recommended a solution that was right for me. Most importantly, Alysia was always available to chat and her advice was prompt. She looks after her clients extremely well and I couldn't recommend her highly enough.
Alysia gave us advice on tax savings from our superannuation and helped us set up a new super funds that works better for us. Additionally, she gave us advice on income protection and other personal insurances. She was very much set out to help us manage risk and return and was able to answer any questions we had. I feel very confidant that the advice given was right for our needs.
Alysia,has always given me good advice about my superanuation & investments right from the very start. She understood my risk level & situation which has continued through out my relationship as an advisor to me. She always explains things very clearly & is interested in me as a person not just a client which helps with her advice to me. She has up to date knowledge & passes that on for me to read & absorb. I would very confidently recommend her to any one seeking financial advice.
Alysia provides a high level of competence and quiet confidence. After speaking with us and asking pertinent questions she was able to understand our requirements and then considered what was available in the market to allow us to make well considered investment decisions. We are moving toward retirement and she is always available to provide guidance on short notice. She is also proactive enough to enquire where we are at close to the end of the financial year. We took a long time to decide on who we could trust to provide guidance and spoke to her on the phone (along with one other) to help us make a decision. We are happy with the decision we made.
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 2005
- Years of experience 17
- Certified Financial Planner (CFP)
Zebra Tailored WealthLevel 5, 7 Eden Park Dr
Macquarie Park, NSW 2113
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call