At Zen Capital, our core mission is to provide holistic financial advice that goes beyond just numbers, helping those nearing retirement thoughtfully balance smart money practices with the lifestyle they envision.
We offer a comprehensive suite of services tailored to this crucial life stage, including:
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4 customer reviews
Alissa
I'm very happy with Adrian. I sold an investment property and he helped me reduce my CGT liability and set up a SMSF to give me a tax free income stream. Now I feel freer than ever.
Brent
Working with Adrian - He takes the time to explain things instead of making me feel like a number. Has always shown the utmost support on my financial endeavours and best of all, has come through with his word every time. Great guy to have on your side.
Steven Purdie
Financial Advisors
Adrian is very easy to talk to and was very straightforward and helpful. I felt very comfortable with his advice.
Sean
Financial Advisors
We were incredibly pleased with the financial services provided by Adrian (Zen Capital) , who exceeded our expectations.
From the very beginning, he made it a priority to build trust with us and ensure a clear understanding of our financial goals. His approach was not only professional but also deeply personal, taking the time to listen and address our concerns.
Adrian conducted a thorough review of our financial situation, offering insights that were both practical and easy to understand. His recommendations were tailored specifically to meet our needs, with no pressure to follow any particular path. What stood out the most was his ability to explain complex financial concepts in a way that made sense to us, ensuring we felt confident and informed every step of the way.
Thanks to his guidance, we now have a financial plan that is not only applicable but sustainable for our future. We feel more secure knowing that our finances are being managed by someone who genuinely cares about our well-being. I highly recommend Adrian to anyone seeking knowledgeable, trustworthy, and personalised financial advice.
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What do you love most about your job?
What I love most about being a financial advisor is the profound impact I can have on people's lives. It's incredibly rewarding to build meaningful, lasting relationships with my clients and guide them towards achieving their most important financial goals. Beyond that, I truly enjoy the intellectual challenge of unraveling complex financial puzzles to create tailored solutions. Furthermore, being able to educate and empower my clients, giving them the confidence to navigate their financial futures, is immensely fulfilling
What inspired you to start your own business?
My inspiration for starting my own business stemmed from a deep desire to build something truly aligned with my values and purpose. I felt a strong calling to create a venture that not only offered value but also operated in a way that felt authentic and meaningful to me. Beyond that, I identified a clear problem or gap in the market that I believed I could address effectively. The opportunity to solve that problem and offer a better solution was a significant driving force in taking the leap into entrepreneurship
Why should our clients choose you?
Clients should choose me because I operate with unwavering values and the highest ethical standards, always putting their best interests first. I bring a wealth of expertise and experience to the table, allowing me to navigate complex financial landscapes effectively. Furthermore, I offer a unique perspective and philosophy, tailoring strategies that truly align with their individual goals and circumstances, rather than offering cookie-cutter solutions. Finally, I have a proven track record of helping clients achieve meaningful financial outcomes, providing them with the confidence and security they deserve.
Can you provide your services online or remotely? If so, please add details.
Yes, we can meet via Zoom, Google Meet or Teams - whichever you prefer
Holistic Financial Planning
My years of experience has given me a unique set of skills and knowledge which helps me to be able to tailor the best outcome for your unique situation. I can provide the following services and more:
- Super/pension
- SMSF
- Establish income streams to replace your working income
- Help you to retire sooner
- reduce debt
