Mr Zelwer first set up his practice three‑and-a-half years ago following the nine years he spent at a Melbourne boutique financial planning firm.

Taking only his core client base with him, Mr Zelwer has since built a highly engaged, high-service client base without a large legacy book.

Initially the firm received large numbers of referrals from accountants whose clients tended to have SMSFs.
Despite early successes, Mr Zelwer says generating a quality stream of leads, which fit the firm’s profile, through the door was one of the main challenges in the beginning.

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