Investment Zone has enjoyed consistent growth, and Financial Planner Brad Macaulay is supported by an expert team who work behind the scenes to help deliver smart personally tailored solutions for our clients.

 

There is never a dull moment in the bustling Investment Zone office, and you’ll often find us working on:

• Preparing Statement of Advice (financial plan) and Record of Advice documents

• Performing financial modeling and running different investment modeling scenarios for customers

• Having a chat to our lovely clients who may have dropped in

• Communicating with your super funds, investment providers, and insurers

• Entering client data into financial planning software

• Following up information from fund managers, share registries & banks

• Preparing personal insurance cover quotes

• Prepare client review documents related to investment strategy and portfolio re-weighting

• Keeping up to date with industry changes and events affecting clients, as well as technical knowledge & appropriate strategies

• Preparing for sponsorship activities

• Maintaining and securing client files

• Corresponding with clients to follow-up information

• Completing application forms, rollover forms & redemption requests

• Always ensuring we are following the necessary compliance procedures

• Updating or training in financial planning software

• Running client seminars

• Managing Investment Zone’s busy calendar including scheduling client appointments

• Following up referrals

• Updating our website and social media pages

 

As Brad always says…’time flies when you’re having fun!’

 

The IZ team has over 88 years’ combined experience in financial services!