Our team

With our 16-strong team and a presence in Melbourne, Burnie and Perth, Zest Wealth is big enough to handle the most complex of financial needs, while small enough to deliver on our promise of providing personal service and care.

Our people come from a variety of finance related disciplines and have the grounding, exposure and depth to provide the right type of advice for you.

For more than 15 years Zest Wealth has partnered with many aspiring and successful Australians locally, interstate and overseas and has helped them discover real wealth. Executives, entrepreneurs, trades-people, wealth accumulators, those just starting out, retirees… people just like you.

We are a boutique financial advisory firm because we want to be lean, innovative and client-focussed. And we are also associated with a large well-known organisation that has a proven track record. This helps provide security to our clients and that is most important to us. 

Zest Wealth has a business-to-business relationship with BT Select. Their role is specifically to help support advisers by providing us with institutional support and the strength and backing of a large parent. They provide us with a licence to operate and provide seamless backend office and key business support to help us operate while staying focussed on what matters.  YOU

 

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Wealth is a journey, not a destination.