zestariqex

Financial Education Excellence

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Certified Educators
4.8/5 Rating

Building Financial Futures Since 2018

We're a team of financial professionals who believe smart planning today creates better opportunities tomorrow. Our approach combines practical experience with genuine care for each client's unique situation.

How We Started

zestariqex began when three financial advisors realized something important was missing in our industry. Too many firms focused on selling products rather than understanding what clients actually needed.

We decided to build something different. A practice where listening comes first, where advice is tailored to real circumstances, and where long-term relationships matter more than quick transactions.

Seven years later, we've helped hundreds of Australian families and businesses navigate everything from first home purchases to retirement planning. Our clients stick with us because we stick with them through every financial season.

Modern financial planning office with professional consultation setup

What Guides Our Work

T

Transparent Communication

We explain everything in plain English. No confusing jargon, no hidden fees, no surprises. You'll always know exactly where you stand and why we're recommending specific strategies.

P

Personalized Solutions

Your financial situation is unique, and your plan should be too. We take time to understand your goals, concerns, and circumstances before suggesting any course of action.

L

Long-term Partnership

Financial planning isn't a one-time event. We build relationships that last decades, adjusting strategies as your life changes and new opportunities emerge.

Areas Where We Make a Difference

Our team brings decades of combined experience across multiple financial disciplines. We handle complex situations with confidence and guide clients through both routine planning and major financial decisions.

Retirement Planning

Building strategies that help you maintain your lifestyle after work ends. We focus on sustainable withdrawal rates and diversified income streams.

Investment Management

Constructing portfolios aligned with your risk tolerance and timeline. We emphasize evidence-based investing over market speculation.

Tax Optimization

Identifying legal strategies to minimize tax burden while maximizing wealth accumulation. We work closely with qualified tax professionals.

Business Advisory

Helping business owners with succession planning, employee benefits, and strategies for extracting wealth from their companies efficiently.

Professional financial analysis and investment planning workspace

Meet Our Team

Our advisors combine professional expertise with genuine care for client outcomes. Each brings unique strengths to help solve complex financial challenges.

Henrik Lindberg, Senior Financial Planner

Henrik Lindberg

Senior Financial Planner

Henrik leads our investment strategy team with over 15 years of experience in portfolio management. He specializes in helping clients navigate market volatility while staying focused on long-term objectives.

Data-Driven Approach

Our recommendations are based on thorough analysis of market research, economic trends, and your specific financial situation. We don't make decisions based on hunches or popular opinion.

Goal-Focused Planning

Every strategy we develop is designed to help you reach specific objectives. Whether it's buying a home, funding education, or preparing for retirement, we keep your goals at the center of every decision.

Always Available

Financial markets don't stick to business hours, and neither do financial concerns. Our team provides ongoing support and is available when you need guidance or have questions about your plan.

Ready to Start Planning?

Every successful financial journey begins with a conversation. Let's discuss your situation, explore your options, and determine if we're the right fit to help you achieve your goals.

Schedule a Consultation