In the first appointment we gather some important preliminary information from you and explain our process. We then go away and start strategising a tailored insurance plan for you.
It starts with understanding what type of lifestyle you want now and into the future. Then we devise a insurance strategy to ensure that even if the worst was to happen, you and your family will be covered.
What will we do for you?
Give you less, rather than more, to do
We will be your financial expert to talk through big decisions
Be realistic about the path to get you to where you want to be
Design safeguards to keep you on track
Develop a sophisticated, personalised plan that’s easy to understand & implement
Watch our video to find out what we think about financial planning
A insurance plan designed by us will show you exactly what it will take to avoid unnecessary stress for not just you, but your family.
Two completely free sessions
So that you feel 100% comfortable with the team who will be helping you meet your financial goals, we provide you with two completely free focus sessions with your adviser before you have to make any decisions.
These free appointments are our way of working out whether we can deliver you significant value, and we feel our values align.
At this point you can choose to walk away – you are under absolutely no obligation to continue.
To enquire about your 100% free appointment call
1800 283 895
Zest Financial put us on a far better path than we could have done on our own.
Their professional yet friendly approach made us feel very comfortable in sharing our situation and our needs and goals.
What we found to be particularly helpful was the holistic approach they followed to tailor a flexible, yet long term financial plan that incorporates our goals and objectives while considering our tolerance for risk.
To find out how we might work together, call us to request a free appointment on