Zachary Morden-Jones AKW Wealth Adviser
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AKW DIRECTOR

Zachary Morden-Jones

Wealth Adviser CFP® BFin ADFP

As AKW’s Certified Financial Planner®, Zac’s commitment to his client’s welfare, and his grounded approach allow him to achieve the best outcomes for his clients.

Passionate about personal finance, Zac obtained his degree in Bachelor of Finance from the University of Canberra in 2015, and believes financial education is strongly linked to the quality of life for all Australians.

Outside of work Zac is kept busy with his young family of four children, community service work through his involvement as President in the South Wagga Wagga Apex Inc, and his personal fitness interests.

Feel confident in Zac's expertise as he guides you towards financial success and security.

Insights
Wealth and Happiness – It’s the simple things that matter
Wealth and Happiness – It’s the simple things that matter

Read from Zachary Morden-Jones, AKW Wealth Adviser, as he explores how emotions can corrode your financial framework and why focusing on building wealth slowly but surely is more effective than trying to make a quick buck.

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Know the 3 golden rules
Know the 3 golden rules

Financial advice is everywhere you turn these days and despite all the tips, tricks and new digital tools to manage your finances, these three golden rules will never change.

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Preparing to see a financial adviser
Preparing to see a financial adviser

It's not every day you discuss your money and dreams with someone you've only just met. So what can you expect in your first meeting with your financial adviser?

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The benefits of a financial planner
The benefits of a financial planner

As financial advisers an important part of our role is to help you create a clear picture of the life you want, protect you from any nasty what-ifs, and help you take care of the people you love.

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Time to buy or sell?
Time to buy or sell?

$1,000 invested in the S&P 500 index in 1990 would total $20,451 by the end of 2020, so long as you remained invested the entire period. If, however you missed the best performing day, just one day over the two decades, you end up with $18,329. Missed the best 5 days?

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We are very pleased with the service we received from AKW.  We have never dealt with a financial planner before and were a bit sceptical, but once we met Zachary we felt very much at ease.
He is incredibly knowledgeable and answered all of our questions. Our options were explained clearly and we now feel much more confident about our financial future. 
We have no hesitation in recommending the team at AKW to anyone looking for a financial planner.

—Jodie Davis

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