A quietly confident Australian house.

───── OUR STORY

Founded for a different kind of client.

ZG Advisory was established to serve a generation of wealth creators, families and institutions who had outgrown the conveyor belt of the high street and were quietly underserved by the largest private banks.

From our home in Melbourne, we operate with the calm rigour of an institutional desk and the proximity of a true private office — small enough to know every client by name, large enough to deliver institutional opportunity, research and reach.

Our team are fiduciaries first. We are not paid to sell products. We are paid to think clearly, to act with conviction, and to keep our clients’ financial lives in extraordinary order.

───── OUR VALUES

Four principles, held without compromise.

01

Independence

Conflict-free, fee-based advice that answers only to you — never to a parent bank or product manufacturer.

02

Discretion

Privacy is a starting condition. Every relationship is held in absolute confidence and conducted with quiet care.

03

Stewardship

We invest as if it were our own family’s capital — patient, disciplined, alert to risk and opportunity in equal measure.

04

Transparency

Clear fees, clear reporting, clear thinking. No structured products you can’t explain at a kitchen table.

$2.4bn+

Assets stewarded

1:18

Advisor to client ratio

100%

Independent ownership

AU & Intl.

Clients served

───── THE ZG DIFFERENCE

The personal attention of a trusted advisor. The sophistication of a modern wealth manager.

• — Conflict-free, fiduciary advice
• — Deep expertise in AU tax, pension and regulatory frameworks
• — Access to institutional research and private market opportunities
• — Proactive, continuous portfolio oversight
• — A genuine commitment to sustainable, responsible investing