Providing peace of mind and financial choices

Joe Zerella is the director and senior adviser at Zerella Financial and we trust him to help our clients with their life insurance, income protection and business succession planning needs. We have a long- standing relationship with Joe, so we wanted to find out what he values most about our professional relationship.

How many years have you worked with Marco?

I have an association with Marco on a personal level that goes back many years. On a professional level we have been jointly assisting clients for some 10 years.

What do you think sets Piteo Accounting & Advisory apart from other accounting firms?

I find clients of the Piteo team have a high degree of trust in Marco and the team. It’s evident that the Piteo team are more than just their client’s “accountant”, they are trusted advisors and often friends.

Personal service seems to be a key part of the Piteo team ethos. From my experience nothing is too much trouble for Marco and his team and they have a real desire to help people, which aligns very closely with our offering.

What inspires you about your profession or industry?

The easiest way to answer this is to say helping people. My purpose is to ensure my clients have peace of mind that they are protected should the unthinkable occur.

Why connect with an insurance advisor?

As life insurance agents, we can’t take away the emotional impact of death, disability, serious injury or illness. What we can do with our insurance solutions is help alleviate the financial burden associated with these unfortunate and often unexpected events.

While many don’t feel comfortable thinking about such things, our life insurance advisors know that taking some time now to make sure you have cover in place will remove a lot of stress down the road, providing peace of mind and financial choices of those you care about most.

If you’d like to learn more about protecting yourself, your family and/or your business in the event of serious injury, illness or death set up your have a chat to Joe today at joe@zerellafinancial.com.au, or visit www.zerellafinancial.com.au for more information.

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