Zach Webber

goodplan

Gold

10 Yrs Experience

Kangaroo Point, QLD 4169

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I've specialised in financial planning since 2012. My early career was spent in boutique advice firms looking after medical professionals and high net wealth clients. I then spent a number of years at Westpac Commercial, providing holistic advice to successful business owners, including doctors in private practice. Now I have the privilege of having my own financial planning practice and amazing people as clients.

I take great pride in helping my clients to optimise their financial position and achieve their financial goals. I am genuinely interested in who my clients are and what they want out of life. I enjoy helping my clients choose a path to financial independence that is right for them.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 December 2016

Zach's approach to assisting me was first-class. His advice was personal to my circumstances and provided in a timely manner. I found him to be extremely professional, patient and detailed. In fact I can honestly say I can now look forward to a comfortable retirement rather than a meager existence thanks to the efforts and advice received from Zach - and all given without thought of financial reward.

5.00 December 2016

Zach has been a godsend. He identified cover that we did not even know that we had, and managed to turn around a bad situation for us. It was only through his perseverance, commitment and knowledge that he was able to achieve a good outcome. Thanks Zach

5.00 December 2016

I have been extremely impressed with Zach's service. He is always quick and informative in answering emails. Very pleasant person to deal with.

5.00 December 2016

Zach has been extremely helpful and very clear about everything right from the initial consult. He has answered every question in great detail. He and his staff have left me feeling very confident.

5.00 February 2016

Zach always makes sure he gives me information in a way that is easy to understand and also makes sure it relates to my situation. Sarah, 4521

Adviser status Gold
Rating 5.00
Number of reviews 5
First year providing advice 2015
Years of experience 10
Highest qualification
- Master of Financial Planning
Language spoken
- English

goodplan

Level 1, 180 Main St
Kangaroo Point, QLD 4169

9:00am – 5:00pm Monday – Friday

Momentum Advice Pty Ltd

AFSL 520408

Zach Webber

goodplan

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