Julia Zietek

In my role as a Financial Adviser, my day typically involves meeting with clients to understand their financial goals and needs. I work closely with our paraplanning team to develop tailored strategies that align with each client’s unique circumstances. I regularly check in with clients to see how they’re progressing, address any questions they may have, and adjust their plans as needed and handling client queries such as contributions and insurance claims.

specialise in? I specialise in a broad range of financial advice, including personal insurance, superannuation strategies, debt reduction, investment planning, and pre-retirement preparation. My goal is to provide comprehensive support tailored to each client’s unique financial journey.

It’s the opportunity to help them define a clear financial path and guide them toward achieving their goals. Seeing the sense of satisfaction and happiness they experience when those goals are realised is incredibly rewarding.

you? What’s most memorable to me is seeing clients achieve the goals we’ve set together. When they feel confident enough in the advice I’ve provided to refer their family and friends, it’s incredibly rewarding. It’s a sign of trust and appreciation—and knowing I’ve made a meaningful impact is what drives me