Why choose Investment Zone?

Our mission is to be the financial advisor of first choice, one who you can trust.

 

Something people often notice about us is that we are different from typical financial advisors and planners. Our team take the time to understand your needs, wants and fears to create a custom plan that will work for you. We also steer away from confusing language and jargon, walking you through every step of the process and speaking in clear terms you will understand.

 

You will be provided with:

  • Ongoing direct access to your personal Financial Advisor, Brad Macaulay or Amber Simpson

  • Financial clarity at all stages of life – from first job, to marriage, to raising a family and retirement

  • Complete support from a team of financial experts

  • A comprehensive and personalised plan, developed with you to achieve your own goals

  • Regular reporting and updates on your financial plan implementation and performance

  • Adjustments to financial strategy and investment portfolios over time, to get the best outcome.

  • Reviews of external market conditions

  • Live online access to your investment information

  • Expert advice on super, insurance, retirement, property, asset protection, business advice​

 

When you engage Investment Zone you can expect one on one attention from our Financial Planners Brad Macaulay and Amber Simpson who will always ensure you are happy and comfortable with your financial plan.

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