I've specialised in financial planning since 2012. My early career was spent in boutique advice firms looking after medical professionals and high net wealth clients. I then spent a number of years at Westpac Commercial, providing holistic advice to successful business owners, including doctors in private practice. Now I have the privilege of having my own financial planning practice and amazing people as clients.
I take great pride in helping my clients to optimise their financial position and achieve their financial goals. I am genuinely interested in who my clients are and what they want out of life. I enjoy helping my clients choose a path to financial independence that is right for them.
Zach's approach to assisting me was first-class. His advice was personal to my circumstances and provided in a timely manner. I found him to be extremely professional, patient and detailed. In fact I can honestly say I can now look forward to a comfortable retirement rather than a meager existence thanks to the efforts and advice received from Zach - and all given without thought of financial reward.
Zach has been a godsend. He identified cover that we did not even know that we had, and managed to turn around a bad situation for us. It was only through his perseverance, commitment and knowledge that he was able to achieve a good outcome. Thanks Zach
I have been extremely impressed with Zach's service. He is always quick and informative in answering emails. Very pleasant person to deal with.
Zach has been extremely helpful and very clear about everything right from the initial consult. He has answered every question in great detail. He and his staff have left me feeling very confident.
Zach always makes sure he gives me information in a way that is easy to understand and also makes sure it relates to my situation. Sarah, 4521
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2015
- Years of experience 8
- Master of Financial Planning
goodplanLevel 1, 180 Main St
Kangaroo Point, QLD 4169
- 9:00am – 5:00pm Monday – Friday
Momentum Advice Pty Ltd