When we prepare a personal financial plan, we understand that every client is unique and we will tailor this to your objectives, values and circumstances taking into account all of the issues which are important to you. Our first step is to listen, listen to what is valuable to you and to ascertain how we can partner with you to achieve your preferred outcomes. We build trust by listening to your story not telling ours.
The team at Zephyr Wealth will work with you to anticipate your life changes and proactively prepare you financially for them. By partnering with us, we can provide you with logical and impartial insights that remove the emotion from important financial decisions. We explore what specific knowledge will be needed to succeed in your unique situation, by first thoroughly understanding your situation, and then providing you with the necessary resources and advice to facilitate your decisions.
Our aim is that whatever happens we will assist you in achieving your long term financial goals. We believe in partnering with clients for life. We treat our relationship seriously and help manage your existing wealth and importantly the transition of this wealth to the next generation.