If you are thinking about getting financial advice early on in life, just setting out, you will no doubt asked yourself if you really need a financial plan.

Many people assume they don’t need financial advice because they haven’t accumulated enough (or any) assets yet or because they are already doing everything right. This thinking is quite simply wrong. Studies have shown that those who access financial advice benefit financially as a result, after taking into consideration the cost of the advice. It’s really that simple.

Most people will benefit from access to quality personal or general financial advice and access to factual information especially at the time of key life events and transitions. Having a solid plan can change your life’s trajectory. Now is that time to start exploring ways to build your wealth and prepare for the curve balls life throws at you. “The best time to plant a tree was 20 years ago. The next best time is today”. – Chinese Proverb

They say that your 20s are for learning and your 30s are for earning. You may be establishing and building a career or perhaps starting a family. Or you may be thinking about making your first property investment. Zenith Wealth Management’s team of financial planners act as your coach and facilitator for making sense of the financial toolbox.

How Zenith Can Help

Marriage

Budgeting and goal setting

Having children

Savings and wealth creation strategies

Career changes or redundancy

Insurance

High levels of debt due to mortgage or car

Mortgage and debt reduction strategies

Purchasing your first property

Investment Planning

Future financial security

Superannuation

Increase your wealth with Zenith Wealth Management.
Talk to a professional today!

Imagine what it would be like to not have to think about your finances. Take a half-hour coffee break with our Founder and Director, Peter Chun to discuss how you can live the life you want.

We’ll do the hard work for you, but it starts with a conversation.