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Services - All financial planning needs - Chatswood and Sydney CBD

Discussing financial plans, options, and solutions can be challenging for many. Count on Zalus Private Wealth to make the process easier and simple for you. We patiently explain everything you need to know about the world of money in a easy to understand manner. Lay all your anxieties to rest for we are here to help you make the most out of your resourc

Financial Smarts Working for You

Let our more than 17 years of experience in international (2 years) and domestic (over 15 years) financial markets and financial literacy provide you with the knowledge to create more value. We provide comprehensive financial advice and can help you with:

  • Money Management Strategies (Debt Reduction, Budgeting, and Cash Flow)
  • Personal and Business Insurance (Life, Total Permanent Disability, Income Protection, and Trauma)
  • Self-Managed Superannuation Fund (SMSF) (Establish, Review, Borrowing, Asset protection)
  • Superannuation and Retirement Planning (Pre-retirement, Transition to retirement, Retirement, Expert strategies)
  • Wealth Creation Strategies (Including Investing in SMA, Managed Funds, ETF, Shares, Properties, Gearing strategies)
  • Business Succession Planning (Key person, Buy-Sell Agreement, Liquidity, Asset protection) 

What to Expect?

We will be discussing your finances in the meeting. So that we could draw a clear picture of your current financial status, please make the following documents available (you may email these in advance)

  • Income and Expenses
  • Assets and Liabilities
  • Insurance Policies
  • Super Fund Statements

The purpose of the initial meeting is for us to get to know each other better, where financially you want to go and where you are at and to explore options. Once a gap is identified, we offer possible ideas and also discuss costs. You may freely decide to push through with your commitment for a plan or opt out.

If you wish to proceed, we provide you with a copy of a written document outlining what you wish to achieve, how we can help you, and how much our advice will cost you.

To make it clearer to you, we have

7 Steps in the Financial Planning Process

Initial Assessment (30 – 45 Minutes)

1. Introduction and Financial Services Guide (FSG)

2. Understand Your Goals and Initial Assessment – GAP

Fact Finding for Plan Preparation (60 – 90 Minutes)

3. Confirming Goals and Objectives, Fact-Finding and Solutions

4. Preparation of Financial Plan (Statement of Advice)

Plan Presentation and Implementation (60 – 90 Minutes)

5. Recommendation – Presenting Financial Plan (Statement of Advice)

6. Implementation of Advice

Ongoing Service – Annual Meeting (60 Minutes)

7. Ongoing Review

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