Setting you up for success...

We got you.

We recognise that every financial path is unique, and we pride ourselves on tailoring a personalised experience. We believe in walking beside you step-by-step through your financial journey. When we meet with you, our strategist will discuss your financial situation and your goals.
Before this meeting start thinking about your financial goals and dreams by asking yourself these three questions:
  • What are you working towards?
  • What are your future goals?
  • How would you like us to help you?
Experienced network
Our team will be here for your whole the way, and we partner with selected associates to make the process as seamless as possible. They have like-minded values an integrity and together we can empower you.
Your Questions
The ZM team is here to answer your questions at any time - when rates change, when you want to refinance, when you want to sell - we are only ever a phone call away.
Here for you
When you are ready, simply fill in our contact form or email us hello@zmfinancial.com.au to get in touch will your team.

Getting to know each other

We believe in empowering you to make good financial decisions to meet your goals and have crafted a strategy to help you through the entire financial process that is simple, easy, and best of all, hassle-free. We can meet you wherever suits your needs best - at our office, your home, over the phone, on a video call, or even a local cafe in your lunch break. Getting to know you and your goals is our focus, we take the time to understand your needs:
  • What your goals are
  • What is your current financial situation
  • What your affordability is for your finance requirements
  • What your potential roadblocks are, and
  • What are your next steps.
Chat with you ZM Team

Simplicity + Strategy is how we work.

1. Initial Enquiry
Let's get connected! So you can meet the ZM team and learn more about us. We create your personalised client centre.
2. Digital Questionnaire
This is how we can get to know you, your needs, and your goals. This is important for us to gather the initial data to shape and structure your finance proposal, and to build our relationship togerther.
3. Tailor Options
We search the market for the most suitable finance options to match your needs, goals, and objectives.
4. Make Recommendations
We make recommendationsand present your options toyou in a way that is simple and easy to understand.
5. Chosen Lender
We move forward with your chosen lender, agree to the process, and gather any remaining data required for your loan application.
6. Apply & Support
Loan application is prepared and lodged on your behalf directly to the lender of your choice.
7. Loan Decision
The loan approval decision is communicated to you.
8. Settlement
We make recommendationsand present your options toyou in a way that is simple and easy to understand.
9. Congratulations
Post settlement follow-up... This is where we celebrate!
10. Welcome to the ZM Family
Once a part of the family, always a part of the family. We are here to support you in your financial journey, and feel privileged to do so. We will always be available to chat, support and help you with your financial objectives and goals.
Follow ZM Financial Group on Instagram
@zm_financial-group
Unit 9, 5 McLennan Court | North Lakes | QLD | 4509 PH: 0417 202 334 E: hello@zmfinancial.com.au
Copyright © All rights reserved. Credit Representative 523170 is authorised under Australian Credit Licence 389087. This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances. Subject to lenders terms and conditions, fees and charges and eligibility criteria apply.