Building Financial Futures Since 2019

We started zietanexlorae because too many good people were getting lost in confusing financial advice. Our approach is different - we actually listen first, then create plans that make sense for real life.

How We Got Here

Back in 2019, I was working at a big financial firm in Melbourne. Every day, I watched clients leave meetings more confused than when they arrived. The industry was full of jargon, hidden fees, and one-size-fits-all solutions that didn't actually fit anyone.

So we decided to do things differently. We opened zietanexlorae in Geelong with a simple idea: financial planning should help people sleep better at night, not worse. Six years later, we've helped over 400 families across Victoria create financial plans that actually work for their lives.

What hasn't changed is our commitment to straight talk and honest advice. We still spend more time listening than talking in our first meetings.

What Guides Our Work

Clear Communication

We explain everything in plain English. No financial jargon, no confusing charts. If you can't understand your plan, how can you follow it?

Realistic Planning

Your financial plan needs to work with your actual income, expenses, and goals. We build strategies around your real life, not some textbook scenario.

Long-term Focus

We're not interested in quick fixes or market timing. Good financial planning is about steady progress over years, not months.

Meet Our Team

Sarah Chen

Principal Financial Planner

Sarah founded zietanexlorae after 12 years in corporate financial services. She specializes in retirement planning and helps families navigate major financial transitions. When she's not reviewing portfolios, you'll find her hiking the Grampians with her two rescue dogs.

Rebecca Martinez

Senior Financial Advisor

Rebecca joined zietanexlorae in 2021 and brings expertise in superannuation and investment strategy. She's particularly good at helping young professionals start their financial journey. Outside work, she volunteers as a financial literacy instructor at local community centers.

Our Planning Process

Every client relationship starts the same way - with a conversation. We spend our first meeting learning about your goals, concerns, and current financial situation. No sales pitch, no pressure.

From there, we create a personalized strategy that addresses your specific needs. Whether you're planning for retirement, saving for your children's education, or navigating a career change, we build plans that evolve with your life.

We also believe in education. You'll understand exactly why we recommend certain strategies and how they fit into your bigger picture.

Start Your Planning Journey