In the Zone - December Quarter 2017

Season’s Greetings!

Our office will be closed from Saturday 23rd December 2017 until Monday 8th January 2018. We wish you a safe and happy Christmas and prosperous New Year!

From Brad, Jess, Nikki, Vanessa and Lachy.


New technology gives Investment Zone the edge

Our new digital signature technology saves you time, paperwork, postage and printing!

At Investment Zone, we are always investigating tools and tech to make our Client Service more efficient and convenient. Recently, we have been introduced new software for obtaining digitally signed documents with the same legal validity as traditional paper documents. The technology is the first Australian made and owned, legally binding digital signature provider with bank grade security!

If we need a form to be signed by a client, we upload it securely, marking the fields that require attention. The client will receive it via email, their identity will be verified, and they will be instructed what to complete and sign on their screen of any device. It’s simple, secure and intuitive.

Naturally, the safety and security of clients’ information and identity is our main priority, which is why:

  • Client data remains safe and secure on Australian shores

  • The technology places an encrypted digital seal on each document once completed to verify its authenticity. A certified document assures that the document is authentic, comes from a verified source and has not been tampered with.

  • Documents are stored securely under bank-grade level security, using encryption schemes that are compliant under PCI DSS Level 1, ISO 27017 and ISO 17018.

  • The technology has been engineered in accordance with the Electronic Transactions Act 1999 and Electronic Transactions (QLD) Act 2001.

  • The technology meets all the requirements under the Department of Education and Training (DET QLD) Electronic Signature Policy (ESP) for related stakeholders.

Talk to us if you’d like more information!


Don't forget - Health Insurance now available!

Investment Zone clients can now access a Health Insurance product that truly rewards (we promise!)

Most of us see health insurance as something for when things go wrong. 'myOwn' health insurance thinks differently. 'myOwn' health insurance not only includes the usual hospital and extras cover, but an exclusive membership of 'AIA Vitality', its award-winning health and well-being program that offers you rewards and discounts every time you make healthier lifestyle choices!

So, what makes 'myOwn' different to other health insurers?

Simple. It's the money they put in your back pocket. Check this out...

  • earn $5 per week in weekly reward vouchers for meeting your achievable weekly activity targets (EARN $260 per year)

  • earn up to $650 in gift cards from Woolworths, Myer, JB Hi-Fi, Rebel & Dymocks as you accumulate Vitality Points. (EARN $650 per year)

So, in the first year, it will be very realistic to 'save and/or earn' up to $910.00 per adult!

And if that's not enough to make you smile, you can enjoy:

  • a 5% health insurance premium discount - available when you first join and held as long as you maintain AIA Vitality Silver Status.

  • 50% to 70% back from any recognised provider to your annual limits

  • a range of Hospital and/or Extras covers designed to suit you

  • extras that include swimming lessons for kids and skin checks

  • up to 50% off gym memberships, flights, movie vouchers and spa treatments!

Contact us on 1300 124 683 or to get started!


Investment Zone rated 5 stars!

At Investment Zone we generate most of our business from referrals and word of mouth. Our aim is to delight our Clients and ensure that their experience in financial advice is a very positive one. Following the implementation of each Investment Zone Financial Plan, we request each client to provide us with a review to rate the service and advice they received, along with any comments.

Adviser Ratings has awarded Brad the highest rating; ‘Platinum’; Here, he has an Overall Adviser rating of 97%, an Average Customer Rating of 98% and 100% of positive reviews! In addition, Investment Zone has maintained its 5-star review average on Google!

Not only that, here are some videos and written reviews received from our wonderful clients over the last couple of months. Have a look here!

"I’d most definitely recommend Investment Zone. Right from the word go, Brad made things very simple. Brad came highly recommended and I can now see why. I would happily recommend Brad and the Investment Zone team to anyone interested in getting their life and finances on track. For someone who’s not in the finance industry, it was a pleasure to have someone speak to me in my terms and understand what they do and what they would like to achieve for us. It gave us great satisfaction. When it’s something that seems like a minefield for yourself and for your family, why second guess it?" - Kel M. of Kuraby, QLD, 4112, Client since 2017

"Investment Zone's focus is to look after you. The advice I have received has been unbelievable and I'm going to be forever grateful." Annie T. of Wynnum, Brisbane, QLD, 4178, Client since 2017

Client review Investment Zone

From the beginning, our philosophy has been to deliver exceptional customer service, and a transparent, no-nonsense approach to quality financial advice and strategic planning that is personally tailored to each person. It really is a privilege to partner with such wonderful clients on their journey to financial freedom.

Christmas is a social time so if you are delighted with our service, talk to your friends, family or acquaintances who you believe may also benefit from our service!

We will look after them.

Featured Posts
Recent Posts
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square