Zenith Wealth Management is your life long partner in making the right financial decisions for you, we understand that every client that comes to meet us have individual needs dreams, goals and overall requirements.
To simplify the process of seeking financial planning assistance we have studied and analyzed breaking our services down into easy bite-size pieces that will serve you throughout life from the early years when you do start out all the way through to retirement and beyond.
Meet The Team
Founder/Senior Financial Advisor
Peter started Zenith back in 2003, with a caring passion to share with everyday working Australians how to better understand money and investing so they could make solid financial choices. Moving through life he had seen first-hand challenges when it comes to building wealth and having sufficient cashflow available for anything that arises
Peter will work closely with you and support you wherever needed to take the stress, worry or concern out of better managing your finances. Providing a greater understanding through knowledge will provide you a much greater sense of confidence in defining and working closer everyday towards the desired outcome your looking to achieve. He prides himself on being accessible, a voice to reason and that someone you can lean on to be there when life throws you those unwanted curve balls – which it will.
Head of finance
Paul is a highly trained Finance Professional for more than 20 years, with a very client-centric approach to advising on finance structures and application placements to ensure the desired outcomes of clients are best achieved.
Paul’s strong values on providing open and honest communication is why, whilst operating his successful finance brokering business is the perfect fit in supporting the Zenith Wealth team and their clients with all finance related matters.
Paul’s success has been recognised many times over the years and he has a multitude of accolades to his name including Winner of Outsource Financial Top Star Award, Finalist for the Better Business Awards Queensland 2018 – Best Finance Broker, St George Flame Broker, ANZ Premium Broker, Suncorp Elevate Gold Partner Broker, Westpac A+ Prestige Broker
Paul’s goals and beliefs are very much aligned with Zenith Wealth’s philosophy in that the businesses have been built on strong foundations of old fashioned service and creating long lasting relationships. Paul will guide every client through finance and acquisition decisions in conjunction with financial planning strategies for our clients to ensure a more wealthy and fulfilled life may be achieved.
Paul is a licensed Mortgage Broker and a member of the FBAA Australian Credit Licence 390222
Sam believes that true wealth starts with feeling happy and experience shows that people who are financially in control are happier than those that aren’t; and this is rarely about having a higher income or owning more assets. Having operated a successful planning business, being a BDM for an AFSL licensee and many years as a specialist for the construction of statement of advice documents for Colonial First State and Heritage Bank Sam’s breath and depth and analytical nature ensure the advice document represents the best outcome with legislation and compliance in mind.
After so many years in the industry and a young family in tow Sam is now committed to helping everyday Australians through every step of their long and short-term financial plans with Zenith Wealth Management. Sam has become well established in the Paraplanning Service space, is well sought with multiple financial planning companies including Zenith Wealth Management.
From day one of Zenith opening Sarah has added fuel to the fire of its rapid growth and holds the critical role of co-ordinating all departments and keeping everything running smoothly. With a variety of positions in office management and administration it has genuinely geared her drive for success of Zenith clients and the company.
RE LEGAL – Lawyer – Conveyancing/Estate Planning
Michael has been practicing law since 2000, after years in the Corporate world, seeking a new challenge and change he commenced a now highly successful property management company. Still having his passion for law he recommenced, this time in his own firm using his vast experience to assist every day Australians to navigate the legal world and supports our clients through their legal and property management requirements.
Patrick is the man that has you covered – Qualified and highly experienced Insurance Broker. Passionate about finding the right insurance for your needs and only a phone call away in the event of a claim. He has a wide range of experience in just about all forms, now specializing in general insurance for Zenith Wealth Management clients, keeping all of your insurance in one place.
Dip. Fin. Serv.(Broking), QPIB
Oracle Group – AFS 363610,
Authorised Representative No.1240016
Licenses & Accreditation
Corporate Authorised Representative – (No. 463766) of The FinancialLink Group Pty Ltd
Australian Financial Services Licence No. 240938 ABN 12 055 622 967
Authorised Representative – (No. 463767) of The FinancialLink Group Pty Ltd
International Institute of Technology – Cert IV in Financial Services (Adv.Dip.FP)
Ethical Investing using your Super ask us how at Zenith Wealth Management.
Chat to our team today!
Are your Superannuation Investments leaving a positive Impact on Planet Earth?
Imagine if you could make a positive contribution to our planet and achieve the investment returns your seeking to be financially secure. It’s a great discussion to be having and we would welcome the the opportunity to chat it through with you. Why not take the time discuss it over a half-hour coffee break @ Morning After Cafe, West End with to discuss how you can live the life one of our team. Contact us to today.
Together we can make the turn the heavy lifting into light work!