About us

The Zone Financial story

What sets us apart

We believe objective, considered and timely financial advice and management, leads to extraordinary outcomes for people’s wealth and life. It’s that desire to make a meaningful difference in people’s lives that drives us.

Founded in 2015, Zone financial has been built on our client-centred ethos. Central to this is our ability to always act in your best interests. We have worked diligently and intentionally to establish Zone Financial as a privately owned and operated financial advisory, unencumbered by the constraints of corporate or product provider interests.

Our approach focuses on building robust, long-term financial security for our clients. Providing financial choice, flexibility and resilience, both in times of growth and challenge.

Genuine care. Structure. Discipline. Progress. Meaningful Results.
That’s wealth management with Zone Financial.

FOUNDED IN 2015

PRIVATELY OWNED

NO PRODUCT AFFILIATIONS

FOUNDED IN 2015

PRIVATELY OWNED

NO PRODUCT AFFILIATIONS

We’re a people business

Independent financial advice team meeting

Designed to be deliberately boutique, we can commit our time, consideration, and attention to detail to each and every client we welcome. The close, proactive and thorough client relationships we nurture span many years and thousands of conversations. We’re a people business. And our specialist, collaborative team of Senior Advisers bring a wealth of industry experience and expertise working specifically with financially successful people with complex financial needs.

The vast majority of our clients find us through recommendation from existing clients, something we think speaks volumes.

Working with us

Meet your team

Focused on delivering personalised wealth advice and management with an uncompromising service ethic.

DREW HICKEY

Director of Advice

More about Drew >

DAMIAN MASI

Wealth Adviser

More about Damian >

JAIMIE CROWE

Client Service Manager

More about Jaimie >

BRAD MATTHEWS

Investment Committee Chair

More about Brad >

KATHY HICKEY

Director of Operations

More about Kathy >

The principles that guide us

Successful financial outcomes and meaningful lives are intricately connected and can be achieved through careful planning and collaborative management.

Independent Financial Advice Intelligent Insight

Your best interests

We offer personalised financial advice. With no affiliations and a transparent fee structure, you can be confident we will only ever recommend the solutions that align with your objectives and values.

Integrity and professionalism

Commitment to our duty of care means we provide a seamless, high-touch service. We always bring a considered, balanced approach and the right temperament to any decision-making.

Your best interests

Integrity and professionalism

Commitment to our duty of care means we provide a seamless, high-touch service. We always bring a considered, balanced approach and the right temperament to any decision-making.

Meaningful connection

We believe in open, honest communication and the benefits of a deep sense of partnership, that can only be nurtured through genuine understanding and empathy.

Measurable outcomes

A strong financial partnership offers impartiality, robust strategy and genuine relationships. Which together, consistently lead to financial control, clarity, confidence, and measurable outcomes.

Meaningful connection

We believe in open, honest communication and the benefits of a deep sense of partnership, that can only be nurtured through genuine understanding and empathy.

Measurable outcomes

A strong financial partnership offers impartiality, robust strategy and genuine relationships. Which together, consistently lead to financial control, clarity, confidence, and measurable outcomes.

Consistently recognised as Australia's Most Trusted Advisers since 2014.

An independent assessment undertaken by the Beddoes Institute, which measures our service and performance against industry standards, has consistently ranked us amongst the top performing advisers in Australia.

Most Trusted Adviser 2018 Most Trusted Adviser 2017

Most Trusted Adviser 2016 Most Trusted Adviser 2015 Most Trusted Adviser 2014

Partnerships & associations

We believe an integrated and collaborative approach is key to financial success. Our position – at the centre of your financial interdependencies and stakeholders – allows us to work alongside you to bring them together to support one clear and cohesive financial strategy. We work in close collaboration with other specialist advisers, such as Accountants, Tax Lawyers, Estate Planning Lawyers and Lending and Property Specialists. Our commitment to transparency and providing advice in your best interests, means we make a conscious choice not to be bound to any one partner, and can seek opportunities to best suit your needs.

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Kind words from
our clients

“Drew and the team provide professional and expert advice which is explained simply and logically.

We feel incredibly safe with our financial advisors and always know they are doing everything in our best interests.”

David and Jayne

“We really value the professionalism, trustworthiness, high integrity and supportive staff.

Drew and Damian are able to explain complicated issues in a manner which is easy to understand.”

James

"They are very understanding to changing circumstances and personal issues, always accessible and promptly return calls and messages.”

Jennifer

“The team provide me the security, advice and information I need with a great manner and excellent knowledge.”

Colin and Gail

“Clear, concise and accurate communication and excellent well thought through advice with complex requirements.”

Richard

“I greatly value the advice I receive from Zone Financial, it is both timely and extremely well considered.”

Andrew

“Drew, Damian and Jaimie are always extremely approachable and respond promptly. It’s a given that they are always well prepared for meetings and most importantly well informed to give the best advice.”

Steve

“Drew and the team provide professional and expert advice which is explained simply and logically.

We feel incredibly safe with our financial advisors and always know they are doing everything in our best interests.”

David and Jayne

“We really value the professionalism, trustworthiness, high integrity and supportive staff.

Drew and Damian are able to explain complicated issues in a manner which is easy to understand.”

James

"They are very understanding to changing circumstances and personal issues, always accessible and promptly return calls and messages.”

Jennifer

“The team provide me the security, advice and information I need with a great manner and excellent knowledge.”

Colin and Gail

“Clear, concise and accurate communication and excellent well thought through advice with complex requirements.”

Richard

“I greatly value the advice I receive from Zone Financial, it is both timely and extremely well considered.”

Andrew

Steve

Zone Financial

We are a strategic wealth advisory for forward thinking individuals and families, supporting them to use their wealth with intention and purpose to create the life and legacy they choose.

Quick links

Contact details

Tel 02 8358 5580

Email team@zonefinancial.com.au

Level 1, 154 Pacific Highway,
St Leonards NSW 2065

Drew Hickey

Director of Advice (CFP®, MAppFin, BEcon, DipFS)

Drew is a highly accomplished advisor with extensive experience in delivering tailored, holistic wealth management advice. With a Master of Applied Finance and Investment, a Bachelor of Economics from the University of Sydney, as well as a Diploma of Financial Services and Registration as a Tax Financial Adviser, Drew possesses a strong educational foundation that underpins his expertise in the financial services industry. Drew also holds the Financial Planning Association peak international designation of Certified Financial Planner and has been awarded the Beddoes Institute ‘Most Trusted Adviser’ each year since 2014.

Inspired by a commitment and passion to help people with the complexity in their financial lives, Drew maintains an unwavering focus on leading the Advisory team to deliver exceptional results for Zone Financial’s clients. Always taking the time to engage in rich and honest conversations, Drew provides enduring and considered advice that empowers his clients to make confident decisions, achieve positive financial performance and gain genuine peace of mind.

“Throughout my career, I have been inspired by the belief that successful financial outcomes and meaningful lives are intricately connected and can be achieved through careful planning and collaborative management. It brings me great satisfaction to see the relationships we have with our clients evolve over time, many of which have extended across multiple generations."

Damian Masi

Wealth Adviser (BComm - Finance & Financial Planning)

Damian is a highly technical Wealth Adviser with a compassionate approach. He holds a Bachelor of Commerce, Majoring in Finance and Financial Planning and will complete his Masters of Financial Planning later in 2023. Damian's journey in the financial services industry began with a prominent corporate institution, where he provided personal financial advice to clients. In 2018, he joined Zone Financial, expanding his expertise and gaining a deeper understanding of the unique financial challenges faced by successful and motivated individuals and families.

Damian specialises in superannuation and retirement strategies, risk management and scenario planning, with a particular interest in ethical investing. He approaches his work with discipline and dedication, supporting clients through pivotal life transitions and empowering them to make informed decisions.

Damian believes wholeheartedly in the value of financial advice and confidence gained through an integrated wealth strategy. He has an innate desire to help people and is dedicated to supporting clients to secure their future.

"“Growing up, I witnessed firsthand the tangible advantages of good financial advice through my parents' adviser, I observed how she expertly guided their retirement, and ultimately enabled the life they have today. This experience inspired my career in wealth management advice and my desire to join a business where I can have the same impact on clients' lives and watch the incredible progress they make. For me, that is what good advice is all about - a partnership that facilitates long-term change.”

Jaimie Crowe

Client Service Manager

Jaimie is a highly experienced and dedicated Client Service Manager with over two decades working in the financial services industry. She has a proven track record of successfully leading client service in large corporate organisations such as BT, Zurich and IOOF Global One.

Jaimie transitioned to boutique private wealth management because she believes the close relationships she has with Zone Financial clients allows her to fulfil her key strengths of providing personalised attention, exceptional care and maintaining long term relationships with clients.

Jaimie is recognized for her attention to detail and a strong commitment to ensuring clients are well informed and organised. She takes great pride in assisting clients to ensure their strategy is implemented accurately and completely. Thorough follow up and follow through are what Jaimie is known for, our Zone Financial clients gain great peace of mind from the support she provides.

“Getting to know each of our clients during my years at Zone Financial has allowed me to provide the dedicated and responsive service they expect and deserve. Hearing clients talk about the relief they feel in knowing they are on track, the free time they have back in their lives and the security that everything is in order in their financial lives - this is the part I really enjoy.”

Brad Matthews

Investment Committee Chair

Brad Matthews is the founder of investment consultancy BMIS and former Head of Investment Strategy at AMP. With over 30 years of experience in the finance industry, Brad is the Independent Chair of the Zone Financial Investment Committee. His role encompasses creating portfolio solutions consistent with the Zone Financial Investment Philosophy and providing a rigorous risk-based approach to portfolio construction.

Brad holds a Graduate Diploma in Applied Finance and Investment through the Securities Institute as well as a Bachelor of Commerce, Economics and Finance through the University of NSW.

Kathy Hickey

Director of Operations (BComm)

As both a Director and a founding partner of Zone Financial, Kathy has over two decades of experience in the financial services and healthcare industries, both in Australia and the United Kingdom. With a Bachelor of Commerce degree from the University of Sydney, and her extensive leadership background in large corporate organisations, Kathy brings considerable experience, professionalism, and operational expertise to the Zone Financial business model.

Throughout her career, Kathy has enjoyed managing diverse and talented teams, implementing growth strategies, and developing bespoke operational frameworks for the business divisions she was responsible for. With the acumen developed in these roles providing the foundation to curate a very forward thinking, well functioning team of wealth management advisers.

Kathy is motivated by the profound impact that good financial advice has on people’s lifestyles and emotional well-being. In her role at Zone Financial, she is responsible for leading operational capability, business process solutions, business partnerships, technology, and our governance framework.

“I take great pride in our team and our culture, built on professionalism, excellence, and trust. In response to Australia's increasing demand for quality, integrated wealth management advice, it's fulfilling to offer an impartial service that adds significant value to every individual and family we assist"

About us

What sets us apart

We’re a people business

Focused on delivering personalised wealth advice and management with an uncompromising service ethic.

DREW HICKEY

DAMIAN MASI

JAIMIE CROWE

BRAD MATTHEWS

KATHY HICKEY

Successful financial outcomes and meaningful lives are intricately connected and can be achieved through careful planning and collaborative management.

Your best interests

Integrity and professionalism

Your best interests

Integrity and professionalism

Meaningful connection

Measurable outcomes

Meaningful connection

Measurable outcomes

Consistently recognised as Australia's Most Trusted Advisers since 2014.

Partnerships & associations

Kind words fromour clients

Kind words from
our clients