When people make contact with us, they are usually unsure of what exactly we can do and how much will it cost to use a financial planning service. Investment Zone provides honest and comprehensive holistic Financial Planning advice, helping you achieve your personal financial goals with progressive financial strategies.
Our approach to quality financial advice is the cornerstone of having the right investment strategies in place to create the wealth you'll need for your financial security leading up to retirement and beyond. Getting the right full-service advice, in a cost-efficient manner early, is one of the best decisions you can make!
Our approach to quality financial advice is the cornerstone of having the right investment strategies in place to create the wealth you'll need for your financial security leading up to retirement and beyond. Getting the right full-service advice, in a cost-efficient manner early, is one of the best decisions you can make!
Services
Just as everyone should have a trusted health professional to rely on, so should everyone have a trusted financial planner. Professional financial advice isn't just for the wealthy. Financial planning is about establishing a long-term strategy to secure your financial future with the lifestyle and living standards you desire, regardless of your starting point.
A Discovery Meeting at Investment Zone is a no-cost, obligation-free introductory meeting. Choose a face-to-face, online or telephone discussion - whatever is convenient for you! During the Discovery meeting, you will get to know Investment Zone, how we work and determine if we are a good fit for your needs.
At Investment Zone we help people at all stages of their lives, from budgeting, to investing, growing and protecting wealth, to retirement. Our typical clients are professionals and business owners who are halfway through their working life and they have big plans for their future. We help them to understand their goals and how their investments (including super) should be best working for them; in addition to how to protect them.
Whether it's taking a more active interest in our superannuation, starting to build an investment portfolio, or even trying our hands at playing the stock market, we can all benefit by understanding the language and key concepts of investing. Here's a quick introduction. There is a huge range of potential investments out there, and these can be grouped together in asset classes that are based on shared characteristics.
Super is a way of saving for retirement. Your employer must pay a percentage of your earnings into your super account, and your super fund invests the money until you retire. There are lots of different super funds out there, and different types of accounts.
The key to life is living, not retiring, but there may come a time in your life when you want to change what you've been doing and either stop working completely, or take a long holiday and work out what's next.To be able to have this choice though, it's imperative that you plan ahead, even if you think retirement is for everyone else.
The key to life is living, not retiring, but there may come a time in your life when you want to change what you've been doing and either stop working completely, or take a long holiday and work out what's next.To be able to have this choice though, it's imperative that you plan ahead, even if you think retirement is for everyone else.
Reviews (11)
Stuart Wager
Nov 17, 2021
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I have been a client of Investment Zone since 2018, when I approached them to help me achieve my financial goals.
Since then, I continue to experience professional service, expert tailored financial advice and the whole team are responsive and friendly. I work remotely so being able to communicate digitally, via video, email and phone has made it easy.
I highly recommend Investment Zone for all Financial Planning needs.
Since then, I continue to experience professional service, expert tailored financial advice and the whole team are responsive and friendly. I work remotely so being able to communicate digitally, via video, email and phone has made it easy.
I highly recommend Investment Zone for all Financial Planning needs.
Rebecca Matthews
Oct 27, 2021
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I have been so impressed with the team at Investment Zone and in particular Amber Simpson. Between them, they have such a wealth of knowledge and expertise to offer. Amber is not only without a doubt an expert in her field, she is also extremely passionate about seeing her clients achieve the best results and create the lives they dream of. HIGHLY RECOMMEND!
Emily Woodward
Oct 23, 2021
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Brad and Amber and the team at Investment Zone are experts in the field of finance. They bring a wealth of experience to their customers in order to give wise advice.
We entrusted Brad with our finances just as the effects of COVID were being felt. As a couple nearing the end of our working lives we could not risk a significant loss of our superannuation and savings. We followed Brad's recommendations and seeing growth once again.
We entrusted Brad with our finances just as the effects of COVID were being felt. As a couple nearing the end of our working lives we could not risk a significant loss of our superannuation and savings. We followed Brad's recommendations and seeing growth once again.
Adedeji Marufat Mhiz Teekay
Oct 17, 2021
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I'm so full of excitement and indebtedness for a tremendous outcome by Mr arnold clark, If I was told I will ever meet a Forex/Binary trader as legit, genuine and so hand-working like clark, I will probably not believe due to the evil adventure I encountered trying to Trade and was defrauded but was recommended to clark, I won't lie folks my middle name turned to anxiety and didn't want to lose more funds, this time I choose to invest little with $500 and in just a week clark assisted me to earn $6,900, so I kept on investing continuously. Today I'm financially successful. contact Mr arnold clark
Gary Woodward
Oct 05, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Great service and great results. Easy to understand advice. Brad goes out of his way to fit meetings around my work schedule. We have confidence in our financial future due to the financial advice and management we receive from Investment Zone.
Great service and great results. Easy to understand advice. Brad goes out of his way to fit meetings around my work schedule. We have confidence in our financial future due to the financial advice and management we receive from Investment Zone.
Eniola Alabi
Sep 29, 2021
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I’ve dealt with George Stephanie for a couple of months. Stephanie has always been professional, helpful and very efficient with all my queries. She does a wonderful job. Thanks to Stephanie For making me good profits despite investing the minimum amount $600 I was still able too get good profits at the end of every week . WhatsApp:+16269898464 Email:Georgestephanie831@gmail.com
Ryan M.
Dec 20, 2020
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Brad is an exceptional financial planner who provides deeply tailored financial advice to your individual circumstances. The expertise Brad draws on from over 35 years in the industry is undeniably beneficial and can be seen from the strong financial and investment advice he provides. The team at Investment Zone always go the extra mile and are remarkably quick to respond to queries or questions. I am very happy with the level of service received and highly recommend Investment Zone for financial/investment advice.
Timothy Marley
Aug 04, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I would highly recommend Investment Zone to anyone looking to gain control of their finances. Brad and the team put so much care into the advice that they give. They have looked after me and answered any questions I had and have taken all the stress out of securing my finances.
I would highly recommend Investment Zone to anyone looking to gain control of their finances. Brad and the team put so much care into the advice that they give. They have looked after me and answered any questions I had and have taken all the stress out of securing my finances.
Juandre Van Loggerenberg
Nov 01, 2019
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From the very first meeting it was clear that the service you receive from every team member at Investment Zone is nothing short of exceptional. Very welcoming staff, and the expertise we receive from Brad's extensive financial knowledge is simply priceless. We are so relieved knowing that we have Investment Zone in our corner guiding us to secure our financial freedom for the future. Thank you for the great service you provide to our community.
Michelle Horn
Jan 14, 2019
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We approached Brad at Investment Zone because we were looking for some expert guidance in our financial planning. Brad helped us by sharing his financial knowledge and experience. Brad and the staff at Investment Zone have assisted us in putting into place financial plans that we know will pay off in the future. He has made things simple and easy to understand. We know his recommendations are made with care, consideration, and professionalism. I highly recommend Investment Zone for financial planning and advice. Jeff & Michelle
Matthew Elisseos
Aug 09, 2018
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We were recommended to Brad by another professional in the finance industry who we have known for a long time and trust. We were very happy with the service that Brad provided in finding and implementing the best insurance policies to suit our needs. Brad has saved us a lot of money by consolidating and optimising our insurance policies and made the process easy to understand. We definitely recommend his services. Investment Zone provided us Personal, Business, and Life Insurances as well as great Investment Advice.
