Chris & Denise Ridge
We would like to sincerely thank you for all your extensive efforts in helping us to sort out our insurance. We feel you went above and beyond and really appreciated how you were always calm, patient and that “nothing was too much trouble” We could always rely on you to get back to us and be in touch when you said you were going to be, something very rare these days.
Luke & Marian Lang
"My husband and I decided to use Zobel Wealth Management via a family friend’s referral. Matthew Bazzica was our Financial Advisor and we immediately felt comfortable from the very first meeting. Matthew was able to articulate what would best suit us financially and was also able to give us insight into some additional covers that would be beneficial to us and our family. Matthew was able to use his own experience from other clients and his many years as an advisor to give us clear direction and to ensure that our family was protected."
"Zobel Wealth Management was efficient and very professional ensuring that we were always informed of the progress of our applications. Now that our cover is in place we feel content that our family is protected and that Zobel will continue to monitor our portfolio to ensure that this continues to occur. From the advisor to the admin staff the process has been very smooth and professional and we can rest assured that we are being looked after"
Josh & Stephanie
My partner and I were aware we were well overdue for receiving professional financial advice but were reluctant to step into the complex and sometimes daunting world of finance... After speaking to our mortgage broker he recommended we take the plunge and referred us to Zobel wealth management. Matthew Bazzica became our financial advisor, and a brilliant one at that. From day one he simplified everything in laymen’s terms, listened to our needs and provided multiple options to suit our lifestyle. Was always contactable and his follow up work went above and beyond...
Zobel wealth management are professional and very approachable. With their support we are now in a very comfortable position financially, which brings us peace of mind and the ability to enjoy life.
We have and will continue to refer Zobel wealth management as they continue to support us.
"Fantastic service and very helpful, cannot recommend Matt Enough!"
"Matt has been really helpful with sorting out everything and has explained everything very clearly. I would recommend Matt highly to have your affairs sorted."
"Matt has been very helpful in amalgamating my super and advising on the applicable insurance, helping with my estate planning needs and small business advice."
"We found Matthew to be very clear and thorough with his advice and would highly recommend Matthews services to others looking for guidance and support in this area. "
"Matthew has gone over and above to provide appropriate advice for us and our situations, simplifying all the jargon for us. We look forward to working with Matthew in the future to discuss our finances throughout our life stages. Can't recommend highly enough."
"Matthew has been great for financial advice and explains all the jargon into plain english."
"Have been dealing with Matt for quite a few years now, and each meeting he explains everything very clear to me and my wife. He is always able to answer any questions we have in a way which is easy to understand. He is always quick to respond to any questions I have over the phone, and would highly recommend him to anyone looking for an advisor. "
"Matt is very good at explaining my position and is always out there to find the best product and programs for myself to help me build my future."
"Matthew has started our Transition to Retirement and advised us every step of the way to ensure things went smoothly. He has reviewed our insurance products and has rearranged them to suit our situation. He has always made himself available to us when we have had queries and has followed up with answers promptly. Very happy with Matthew's service and would gladly recommend."
"Matt has been extremely helpful getting our affair's in order and explaining the process. Matt has always made himself available to us when we have needed advice or had any questions. "
"Very informative and helped me understand all of my options. "
"Matt has very good judgement in my view and high ethical standards. He makes himself available and is a hard worker. Matt is an organised, efficient, and extremely competent person and I have no hesitation in recommending him."
"Matt was more interested in finding out what we really wanted to achieve in our lives. He articulated everything in easy to understand language providing us with all the options available, allowing us to make a better informed decision on how and what we wanted to implement. My husband and I are so happy to have been referred to Matt and we have already passed his details onto some of our friends."
"Matthew was well organised and had researched insurance products and companies to suit our situation. He was knowledgeable and efficient in preparing our portfolio and arranging our insurances. He continues to communicate with us for policy updates and tracks our changing needs over time. We are very grateful to have an experienced advisor like Matthew to guide us through the very complicated process of protecting our family."
“Matthew was extremely helpful"
"We weren’t too sure what was involved with financial planning, but meeting with Matt made this process less daunting. He spoke with us about what our current situation is, where we wanted to be and the issues we were facing. From her Matt helped guide us to tidy up our super, make sure our family was protected and my income if I couldn't work and put a strategy in place to help us reach a comfortable lifestyle in retirement. Matt also made sure we had the right estate planning in place to protect our family in case something unfortunately happened. We would highly recommend Matt if you wish to have some guidance to help you make sure your affairs are in order and working best for you. "
"Matt presented me with solid, easy to understand advice on how to grow my super along with tailoring appropriate insurances for my circumstances. I find Matt to be knowledgeable, approachable and an all round nice guy. I feel that my future is secure having Matt Bazzica as my financial planner. Thanks again Matt."
"Matt was very helpful with giving us the understanding on what options we had with our insurances and has guided us in setting up the appropriate super fund. Our estate planning needs have also been taken into account. I highly recommend Matt."
“Solid sound advice, easy to understand explanations and choose the right products to suit my situation. Matt kept in touch through the whole change over process and answered any questions I had. I would recommend anyone to go and speak to Matt and see if he can help them as well."
"Matthew has demonstrated the different ways our insurances can be structured and has helped me consolidate my super. I now feel comfortable that I am now on track with my retirement plan."
"Matthew was very informative about what our options were and how to best structure our insurances. The tax effective strategies have been rewarding and look forward to the journey with Matthew giving us the lifestyle we wish to achieve in retirement."