YOUR PERSONAL FINANCE TEAM
If you have big plans for the future, you’ll need to make sure you have enough money in the bank to fund all those holiday homes, luxury cars and round-the-world cruises.
Zippy Financial collaborates with a select group of trusted experts to offer you unbiased advice on superannuation, investments, budgeting, property and tax.
Together, we will ensure you are well set up in all areas of finance, and help you plant your money in the right places for maximum growth.
Our clients are loving this combined service, which gives them the confidence that every aspect of their finances is expertly managed, with their chosen group of advisors working together toward their goals.
Your mobile finance team:
Saves you time – just like Zippy, all our partners are also mobile and we regularly arrange joint meetings with you to save you having to attend various meetings. We will meet at your home or office, evenings or weekends – whatever is the most convenient for you.
Is more efficient and effective – we all work together on your full financial picture to ensure nothing slips through the net. We all gain a full understanding of your financial plan and wealth strategy, and work together toward a common goal – your goal.
Is highly professional and ethical – we know a thing or two about finance, and it’s taken us a number of years, working with a wide range of advisors, to curate a team that shares our passion for service excellence and outstanding client care. We know that every one of our recommended advisors will do the right thing for you, with the utmost integrity.
If you need an exceptional, and trusted Accountant, Financial Advisor, Investment Strategist, Buyers Agent, Conveyancer, or Insurance Broker, just get in touch via the REQUEST AN APPOINTMENT button below and we’ll connect you.