Whether you are starting your first job, buying your first home, starting a family or saving for something special, we want to help give you the best start to your financial journey. Life's really busy now and although retirement is still quite a way off, you want to know that your financial future is secure.
Retirement is on the horizon and you are dreaming about all the wonderful things you are going to see and do in your life after work. You are enjoying life after work and all the opportunities that this exciting time in your life presents.
Retirement is on the horizon and you are dreaming about all the wonderful things you are going to see and do in your life after work. You are enjoying life after work and all the opportunities that this exciting time in your life presents.
Services
We believe in balance. Our aim is to help our clients secure their future while enjoying their lifestyle today. Every individual is different, and with that comes different needs, and that is why Zebra Tailored Wealth exists to help you with your financial planning. Understanding is paramount to our objective of providing you tailored guidance and advice as you move through your life journeys.
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement. Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Alysia has worked as my financial planner over the last 7 years and continues to provide strategic and tailored financial advice despite changing needs and personal requirements.
Examples including, sole income earner for 5+ years, birth of three children, purchase of a home, structured superannuation and investment advice, tax deduction strategies, investment planning & children's investment funds, and an awesome amount of confidence and certainty towards my financial freedom plan.Alysia worked with us over a number of years to put us on the right track to becoming debt free.
Examples including, sole income earner for 5+ years, birth of three children, purchase of a home, structured superannuation and investment advice, tax deduction strategies, investment planning & children's investment funds, and an awesome amount of confidence and certainty towards my financial freedom plan.Alysia worked with us over a number of years to put us on the right track to becoming debt free.
Retirement may seem a long way off but the earlier you start to take control of your superannuation the more you can take advantage of the tax effective benefits of super. Getting your super sorted out as early as possible also means you can benefit from the effects of compounding returns. Make recommendations about your super arrangements including personal contributions, salary sacrifice, co-contributions and spouse contributions.
Life's really busy now and although retirement is still quite a way off, you want to know that your financial future is secure. You might be considering starting your own business, looking at buying an investment property and/or shares or you just want to be sure that will have enough to pay for your children's education.
Reviews (8)
Megan Reeder Hope
Nov 25, 2021
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Alysia and the team at Zebra Tailored Wealth provided dedicated and professional finance planning for our goals of owning a home.
Alysia went above and beyond on numerous occasions to provide information to our financial benefit, help us understand how our super could work for us and notify us of relevant changes in policy and their impact on our goals. Alysia makes complicated financial jargon seem easy, with a friendly attitude and down-to-earth sense of humour.
When I was unwell and needed to take time off work, Alysia helped us to understand how to access my Temporary Incapacity Benefit from
Alysia went above and beyond on numerous occasions to provide information to our financial benefit, help us understand how our super could work for us and notify us of relevant changes in policy and their impact on our goals. Alysia makes complicated financial jargon seem easy, with a friendly attitude and down-to-earth sense of humour.
When I was unwell and needed to take time off work, Alysia helped us to understand how to access my Temporary Incapacity Benefit from
Judi Santer
Nov 24, 2021
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Leo Selleck
Oct 19, 2021
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I have been a client of Alysia Laird (of Zebra Tailored Wealth) for a number of years. I have found her a pleasure to deal with, as she is knowledgeable, professional in her dealings with me, reliable and easy to deal with. These days, society can often be quick to criticise poor service, but slower to recognise good service. Hence I have taken this opportunity to acknowledge Alysia. Leo
Elizabeth Hardy
Jul 28, 2021
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I can highly recommend Zebra Tailored Wealth. The team are wonderful and easy to deal with, spending the time getting to know you and your goals and individual needs. They make the process very simple, and they know their stuff. We've had to claim on insurance a couple of times, and i'm so glad we had their advice and support at the time to help us through it.
Lauren Fearnley
Jul 27, 2021
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Thanks to Alysia at Zebra for your amazing customer service & expertise. Alysia took the time to understand our financial position, short and long term goals and then put together a set of relevant recommendations regarding life insurance, trauma, TPD and income protection. The process was remarkably smooth & Alysia is always very responsive to questions. Would recommend Alysia to any friends & family looking to plan for their future.
Samantha Findley
Jul 24, 2021
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What I like about Zebra Tailored Wealth is the personal and tailored experience and advice you receive from Alysia Laird and her team. Alysia is professional, with a wealth of experience and ensures your advice is suited to your individual situation and needs.
I would recommend Zebra Tailored Wealth to anyone looking to protect and maximise their financial future.
I would recommend Zebra Tailored Wealth to anyone looking to protect and maximise their financial future.
Matt Senyard
Jul 20, 2021
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Positive: Professionalism, Quality, Value
We have always put off getting financial advice as we could never find an adviser we felt comfortable with. This changed when we sat down with Alysia to work through our plan. The advice was excellent, well explained, easy to implement and well supported by the Zebra team. We couldn't be happier with the service received so far.
We have always put off getting financial advice as we could never find an adviser we felt comfortable with. This changed when we sat down with Alysia to work through our plan. The advice was excellent, well explained, easy to implement and well supported by the Zebra team. We couldn't be happier with the service received so far.
Mathias Hede
Jul 12, 2021
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Alysia and her team do a fantastic job in guiding us to manage and maximise our family financials and investments. She provides an excellent personal touch service that focuses on her clients needs and requirements whilst ensuring that you can extract the maximum benefit out of your hard earned dollars.
We cannot recommend her enough, cant go wrong with ZTW.
We cannot recommend her enough, cant go wrong with ZTW.
