How It Works

YOU’VE WORKED HARD TO EARN IT. LET’S MAKE SURE IT’S WORKING JUST AS HARD FOR YOU.

We understand financial advice can feel somewhat intimidating at first, especially if you’re not sure what the process actually involves. That’s why we focus on making things feel clear, approachable, and easy to follow from day one.

Our process is built around real life. Clear guidance, practical strategies, and ongoing support to help you make smarter decisions and stay on track over time.

We use technology to keep things efficient and organised, without losing the personal connection that actually matters.

Discovery Meeting

Let’s Chat!

Wealth means something different to everyone. This first conversation is about figuring out what it means for you.

In this session we will:

  • Clarify your goals, priorities and concerns

  • Understand your existing financial position 

  • Identify gaps, opportunities or areas needing attention

  • Answer your questions in plain English

  • Walk you through how we work and what the advice process looks like

If we believe we can genuinely add value, we’ll explain what the next steps look like, and the costs involved before anything proceeds.

No jargon. No judgement. Just a chat to understand where you’re at now and where you want to be. Obligation Free.

Strategy Session

We get under the hood

Your Strategy Session is where we go deeper — refining your goals, pressure-testing ideas, and building a clear picture of what your financial future actually looks like in practice.

We'll work through:

  • Your goals and priorities in more detail, so the advice we build is genuinely yours

  • Refine your financial position - income, assets, debts, insurances, super and everything in between and confirm areas where further research may be required.

  • Real strategies and scenarios, stress-tested against your life.

  • The compliance groundwork that makes sure everything is structured properly and in your best interest.

Wealth Strategy Presented

Your plan, built around your life

This is the one we've been working towards.

Everything we've learned about you across our previous conversations — your goals, your priorities, the strategies we've explored and refined together — it all comes together here.

In this meeting, we'll walk you through your personalised financial plan in full.

We'll take you through:

  • Your goals and the clear strategy we've built to reach them

  • The recommendations we're making and exactly why we're making them

  • How each piece of the plan works together — investments, super, insurance, debt, cash flow and more

  • The projected outcomes and what your financial future looks like in real terms

  • Your next steps, what implementation looks like, and what happens from here

Implementation

we do the heavy lifting

A plan only works if it actually gets implemented. We handle the paperwork, the applications, the account setup, all of it. No confusing forms, no loose ends left hanging. Everything gets done the right way, without you needing to become an expert in financial admin.

Review

Someone in your corner, long term

Life moves fast. New job, growing family, shifting goals. Your plan needs to keep up. As a Zedd Wealth client, you get ongoing support, regular check-ins, and a team that's always a call away when something changes. Because the best financial decisions aren't made in isolation. They're made with someone who knows your situation and has your back.

Ready to see where you actually stand?

Book a free, no-obligation chat. We’ll take it from there.

Book your free chat
Book your free chat

  • Never worked with a financial adviser before?

    Most of our clients hadn't either. That’s kind of the point.‍ ‍Zedd Wealth was built for people who've never been offered this kind of advice and deserve to be.

  • Start from exactly where you are

    No judgement about what you haven't done yet. No embarrassment about where the money went. Everyone starts somewhere. We help you figure out where you’re going from here.

  • Built in the region, for the region.

    Zedd Wealth was built from lived experience in regional Australia. We understand the lifestyle, the distances, the industries and the people.

  • We know this part of the world

    FIFO rosters, mining wages, regional property, rural business. We’ve seen it and advised on it. This isn't generic advice dressed up. It's the real thing.

Other Ways We Help

We genuinely believe the best financial advice is advice that's monitored and adjusted over time. But we also know that's not always the right fit and we'd rather be straight with you than sign you up for something that doesn't suit your situation. We only work with clients we're confident we can help. If that's not you right now, we've still got you covered.

Focused Advice Solutions

Need help with a specific financial decision or strategy? We offer focused, one-off advice with a clearly defined scope, upfront pricing, and practical support through implementation, so you can stop second-guessing your money decisions.

Book a chat to see how we can help.

Learn more