Alysia Laird

"I'm absolutely thrilled with the exceptional service and guidance I've received from Alysia at Zebra Tailored Wealth! Her expertise has truly transformed my family's financial outlook and given us a newfound sense of security and optimism for the future.

From our very first meeting, Alysia took the time to understand our unique situation, goals, and concerns. She didn't just offer generic advice but tailored her recommendations specifically to our needs, which made us feel truly valued as clients.

Alysia's comprehensive approach to financial planning has been a game-changer for us. She helped us streamline our superannuation, resulting in significant tax savings and a more efficient retirement strategy. Her insights into investment strategies have been invaluable, allowing us to grow our assets while aligning with our risk tolerance and ethical values.

One of the most impactful aspects of working with Alysia has been her guidance on life money management. She's helped us create a robust budgeting system and cashflow strategy that's not only improved our day-to-day finances but also set us up for long-term success. It's incredible how much more in control we feel of our financial situation now.

Alysia's expertise in insurance has been particularly reassuring. She conducted a thorough review of our existing policies and recommended adjustments that have resulted in better coverage at a lower cost. Knowing that we're properly protected against life's uncertainties has given our family an immense sense of relief and security.

Perhaps most importantly, Alysia has helped us develop a clear, achievable long-term financial plan. Her ability to explain complex financial concepts in simple terms has empowered us to make informed decisions about our future. We now have a roadmap for achieving our goals, whether it's saving for our children's education, planning for retirement, or building wealth for future generations.

Working with Alysia has been more than just a financial decision – it's been a life-changing experience. Her passion for helping families like ours is evident in every interaction. Thanks to her guidance, we feel confident and excited about our financial future. I can't recommend Alysia and Zebra Tailored Wealth highly enough to anyone looking for a trusted financial partner."

"Alysia and the entire team at Zebra are consummate professionals who have helped us put together a comprehensive financial plan. We're looking forward to working with them for decades to come."

"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."

"Alysia has provided me expert and well considered advice in areas including insurance, loan products and my superannuation. Alysia is thorough in her approach and provides clear and accessible advice for financial novices like myself. I feel very confident that the advice she has provided was right for my needs. I would steer anyone seeking financial advice to her."

"Alysia has a comprehensive knowledge of investing, insurance and budgeting, which were my questions. She is professional and prompt in addressing my needs. I would definitely recommend Alysia to my friends. Alysia confirmed my transactions with her verbally and in written form. I had her undivided attention when we started Zooming (which Alysia also taught me). I feel relieved and confident that Alysia is advising me and putting into place my investments and superannuation."