In an industry where we are increasingly seeing private advice firms building and recommending their own in-house investment models which they derive a revenue from, Zebra Tailored Wealth continues to see the importance of recognising that no two individuals have the same needs, and the importance of tailoring investment solutions that places our clients needs first. As such we do not receive revenue from any of the investment products or portfolios that we recommend to our clients, which means you can be confident that our advice is based on your needs and preferences, not ours. 

So, whether you are the sort of client that would like us to take care of the investment decisions for you, or whether you would prefer us to work collaboratively with you and go through the investment decisions in finer detail, we will listen to what is important to you and tailor our portfolio recommendations to meet your unique needs.

PRIVATELY OWNED WITH INSTITUTIONAL SUPPORT

Zebra Tailored Wealth is a privately owned company that operates under a financial services license from RI Advice, who are a licensee services provider that is part of Insignia Financial.
Insignia Financial is an ASX listed business that licenses (or in limited cases employs) approximately 1,600 advisers across Australia and services approximately 2 million customers, with approximately $300 billion funds under advice (June 2022).

HOW WE WORK WITH RI GROUP AND INSIGNIA FINANCIAL

Zebra Tailored Wealth pay RI Advice for their licensee services which includes operational support, compliance systems, and a significant markets, investment and product research function which allows us access to a huge range of investment and insurance solutions for our clients.

Having the support of Insignia Financial benefits our clients as it means that we can spend our time focusing on delivering a high level of personalised service, while giving you the confidence that we are supported by the capabilities of a large dedicated financial services organisation that is equally focused on helping our clients manage their wealth and be in a better financial position.

EXTENSIVE INVESTMENT RESEARCH AND CAPABILITY

The Insignia Financial investment research team provide us with investment market information, continuous industry leading investment research, as well as access to further in-depth research through companies such as Morningstar. The exceptionally broad range of fully researched investments covers:

• Over 60 different separately managed accounts / discretionary portfolios with various leading investment managers covering single sector, multi-sector, index and active solutions;
• Almost 700 managed funds (including access to more unusual areas such as Private Equity and a range of alternative investment managers);
  Listed investments including direct shares, ETF’s, and hybrids;
• Other product solutions that includes annuities and insurance bonds.

Although no individual client needs such an exhaustive range, it does mean that no matter whether you have simple or bespoke needs, that you can be confident that Zebra Tailored Wealth have the skills, support, and extensive range of solutions to work with, that will enable us to tailor a professionally managed investment portfolio solution specifically suited to your needs.