Zoe has worked at K Point Wealth as an Administrative Assistant for over 2 years, providing integral support to the advisory team and ensuring the smooth running of daily operations.
With a strong work ethic and a proactive approach, she prepares client materials, organises documentation, and assists with client communications to keep Advisers well-supported.
She has a genuine interest in understanding the broader financial landscape and takes pride in maintaining efficient, well-structured processes. Zoe’s attention to detail and reliability contribute to a seamless and professional experience for both clients and colleagues.
