How we help our clients

We aim to be our clients' trusted financial adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times, and to celebrate with them.

 

Our advice is different for every client we see. We don't have a list of pre-defined services, strategies or products.  

A core part of our philosophy is recognising that every client is different and our value lies in our ability to provide advice tailored for each client's individual circumstances. Financial confidence comes from knowing that we will always be honest with them and do our best to help them.

 

Some of the things we commonly help our customers with are: 

  • Debt reduction

  • Wealth accumulation

  • Retirement planning 

  • Superannuation

  • Investing

  • Tax planning​

  • Business advice

  • Insurance

  • Estate planning

  • Self managed super funds (SMSF)

  • Property

  • Budgeting and saving

  • Social security and aged care​​

  • and more...

Investment Zone (ABN: 18 104 622 611), is a corporate authorised representative of Financial Force Pty Ltd, (ABN: 42 091 425 464 AFS Licence No. 238337)

©2020 by Investment Zone.

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Suite 1, 184 Bay Terrace

Wynnum QLD 4178

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