Zoe Midwinter

I am passionate about getting to know people, understanding their needs, and working with them to help achieve their goals over the long term. I enjoy building trusted relationships with my client. My existing clients are at various stages of life which means they have a variety of needs and goals that I support and help them with.

I provide comprehensive financial advice and can help you with:

• Setting personal and financial goals.
• Planning for your retirement.
• Growing and protecting your wealth.
• Protecting you and your loved ones financially from a sickness, injury, or life event through personal insurance.
• Budgeting, reducing debt, and cash flow management.
• Reviewing your existing Superannuation and Investment strategies.
• Social Security.

My qualifications include a Bachelor of Commerce, Graduate Diploma of Applied Finance and Investments, Advance Diploma of Financial Planning and SMSF accreditation. I am a member of the Financial Planning Association of Australia (FPA). I have worked in the financial services industry for over 20 years and as a financial adviser for 8 years.