a holistic approach to wealth management

we know finance can be confusing and impersonal. We're here to provide a healthy, informed alternative to typical corporate financial businesses.

Zeller

We're here for the journey.

Zella [zell-er] / noun. 1. lacking nothing, the one who knows the way.

Our goal is to assist, advice and educate young people in wealth management through a combination of good quality investment advice and down to earth advice. We know you, because we are you. 

finance and money are deeply personal..

We're not just talking about a coffee or purchasing a car at Zella. We're usually talking about what to do with your life savings, and that's big. We know what's standing in your way, the challenges you face and the hurdles in front of you - and we hold your hand through it all. We aren't here to just create a financial plan, we're here to become an integral part of your life. So no matter what stage of life you're in, we're here to make sure you take the next step with confidence. 

it's your journey.

Yes, it is. You have dreams and goals – some of them a little bit hare-brained, others that you’ll sail into one day. Here at Zella, we’re all about working alongside you so that money, know-how and health are never a barrier. We're driven by a simple idea to help you be the person you want to be. We'll be there for you to offer guidance and knowledge as you take the next steps toward an exciting future. After all. It's your journey.

Straight up, we’re interested in a holistic approach to money management.

 We do financial services very well, but time and experience has taught us that bags full of cash don’t make the sun shine any brighter.
Zella not only gives you access to absolutely zinging financial advice, but partner with you to become your source of financial truth - we're basically the CFO of your life! We’re also keenly interested in empowering you to make informed choices for your future.




Because it’s your journey, and we want to see you thrive.


We aren't anything like your dad's
Financial Adviser

don't worry, we will do all the heavy lifting.

LIKE our VIBE?

LET'S DREAM UP YOUR NEXT STEPS

If you're ready to begin your journey with Zella, you can get in touch with us via the below form. We promise it'll be the best decision you ever make for future you. 

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