Joe Zerella is a Senior Financial Advisor at Infocus and we trust him to help our clients with their financial planning needs. Infocus connect people with the right advice, tools and products so that they can make the best possible decisions about how they spend, invest and protect their money. 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. It’s evident that he is more than just their “accountant”, he is a trusted advisor and often a friend. When he has introduced me to assist in the personal risk insurance or retirement planning area, his clients trust that he is referring them to someone who has their best interests at heart and someone who will look after them the way he and his team always have. That inherent trust makes it much easier for them to be open and honest with me and generally means they are more receptive to our recommendations.
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. Whether it’s ensuring they can live a financially free retirement or ensuring that if the unthinkable should occur, they and their families are financially protected.
Why connect with a financial advisor?
We offer a comprehensive range of money management services including but not limited to…
Self-Managed Super Funds (SMSFs) – Managing your own retirement funds gives you greater choice and control – but also brings responsibilities and risks. We can help you navigate your obligations, while exploring the exciting opportunities that SMSFs present.
Wealth creation – Successful wealth creation depends on multiple factors. By talking to us about your objectives, timeframes, preferences and attitude to risk, we’ll help you find a strategy that lets you build wealth in a way that suits you.
Debt Management – There are different kinds of debt, and while some hold you back, others can help you get ahead. We will help you identify the difference, and where appropriate ensure that the debt you have is working hard towards your financial goals.
Life Insurance – Life insurance is an essential part of a comprehensive financial strategy. By protecting the things that matter most, you lay the foundations for an approach that delivers peace of mind and protection – not just profit.
Retirement Planning – It’s never too late to plan for your retirement, but the sooner you start the better. By reviewing your goals and strategy on a regular basis, you can make sure you’re on track for the rewarding retirement you deserve.