Finzo was established in 2015 by seasoned financial advisers boasting over 38 years of experience, with the aim of helping other advisers navigate their journey to success. 

Over the years, we have developed effective structures to provide quality financial planning tools and systems for financial advisers. Our goal was to enhance support for advisers who are friends, colleagues and individuals whom we genuinely care about, all while ensuring they prioritise their client’s needs.

We envisioned extending the rewarding experiences we ourselves had gained to fellow advisers. This vision led to the creation of Finzo – a collaborative hub of advisers committed to developing outstanding businesses efficient systems, and cutting-edge technology. Our aim is to empower those advisers who seek to break through barriers and achieve greater success.