Jason Zanini

I was very new to seeking and trying to make the most of finance advise when my research led me to the Marinis group, and I was given Jason Zanini as my adviser. Being new to this, I was unsure of a lot of things and didn’t have the knowledge needed at the time to understand much of what was being suggested. Jason was prepared to go over and reexplain things when needed and was never in a rush to skip to the next part before being confident that I was ready to move on. Roughly six months into this journey and so far I am more than happy with the level and style of communication and the experience he has brought to the table. And it’s a bonus that he and Theo (the business owner) both still support the SANFL even if only Theo has the smarts to be a Sturt supporter (lol).

We have been with the Marinis Financial group for over twenty years now. Initially Theo Marinis was our adviser and we moved over to Jason Zanini not long after he came on board with the organization. Both gentlemen have great empathy for their clients and understand the needs and concerns of the people under their care. Most importantly they listen to their clients and generate strategies the suit each persons financial situation . Knowledge wise they know Superannuation back to front and have many tax minimization strategies that allow their clients to maximise their assets in retirement. I would recommend Jason if you are looking for solid and honest financial adviser, his enthusiasm and knowledge is genuine and recognizes the importance of client service. In our experience the whole team at Marinis FG go out of their way to make the whole journey as comfortable and positive as possible. We are looking forward to being with them for as long as possible.

We were referred to Marinis Financial Group by a friend with extensive expertise in the field of superannuation. Jason came highly recommended and in the short time we have been clients, he has implemented strategies geared towards our retirement. All meetings have been professional, in depth and Jason has ensured we understood all the information being presented while patiently answering any questions we had. The planning advise we received was implemented quickly and with ease and, we were kept fully informed at each stage of the process. We could not be happier with the service provided by Jason and feel totally confident that our financial goals will be met for the future.

Jason had been recommended by a family member and I was initially concerned he would not consider me a viable client. Our first meeting was relaxed, reassuring and very pleasant. He put me at complete ease. Once he perused by financial status He explained what strategies he would implement to hopefully secure me a slightly earlier retirement. During his presentation he asked if I understood what was being said?

With NO financial experience other than a ‘money in—-money out’ model my answer was No!! Jason was very professional and repeated it all in a method and language I then understood.

I cannot recommend Jason highly enough. He is very professional but down to earth. I have complete faith that he has set up a plan that is personalised to my future needs.