Nick Zaras

Most of my day is spent understanding the needs of our clients, researching tailored solutions for their circumstances, and providing ongoing support to ensure those plans stay on track.

My role is to advise and partner with our clients to help them to do more of what they enjoy. I provide advice across every aspect of your financial world, where I assist in areas such as investment, Personal Protection, Superannuation (and SMSF), Retirement, and Aged Care. Most of my day is spent understanding the needs of our clients, researching tailored solutions for their circumstances, and providing ongoing support to ensure those plans stay on track.

I have been working in the finance industry since 1999; during that time, I’ve worked for fund managers and personal insurance companies. In 2002, I became interested in financial planning and undertook studies and completed a Masters in Financial Planning. I have been registered as a Financial Planner for the past eighteen years and have worked with hundreds of clients and what I love about my job is each client’s situation is so different from another.

My favourite part of the advice process for me is getting to understand the financial goals of our clients, realigning their finances to meet those goals better, and then tracking those goals over time. When I see one of our clients meet an aspirational goal, they may not have thought possible, it makes my day.

Outside of work, I spend my time playing golf, and during winter I enjoy strapping on my snowboard and hitting the snowfields. I also spend time with my wife and two young children and my Miniature Dachshund, Frankie who is part of our family.

Nick holds a Master’s in financial planning, Advanced Diploma Financial Services (Financial Planning) and is a member of the Financial Planning Association. Nick is accredited to provide advice in Self-Managed Superannuation Funds, Securities, Margin Lending and Aged Care.