Brisbane Financial Services

Zenith Wealth Management offers an extensive range of services, co-ordinated by a handpicked team of highly experienced and passionate professionals.

Strategic Financial Planning

We all have a dream of what we want our future to look like and financial freedom can help you realise this dream. To attain this, you need to have the best strategic plan possible. A plan made especially for your circumstances that is clearly understood, no matter how complex the situation. Zenith Wealth Management can do this for you. We will help manage your finances and provide you with advice that is highly strategic to achieve the financial security you desire.

Wealth Creation

Wealth creation means building your assets through carefully thought-out investments. It all comes down to making your money work harder for you – now and into the future. Before providing you with your personalized financial strategy, we will first take the time to understand your goals, investment time frames and attitude to risk. Your financial plan will be based on your needs, tax effective and with the best investment options available. Through careful research and decisive planning, we will ensure you live your ideal lifestyle in the years to come.

Superannuation Advice

For most of us, superannuation will be our major source of retirement income. That’s why it is crucial to take a strong interest in your super, ensuring you have sufficient funds to allow for a stress-free retirement, with a lifestyle that is rich and fulfilling.

Zenith Wealth Management will help you get the most out of your super by recommending a tailored strategy that is cost effective, maximises the return on your investments and minimises tax.

SMSF

A Self Managed Super Fund (SMSF) provides greater control over your future. It allows you to invest in a manner you see most suitable to meet your retirement goals. You can also avoid paying management fees associated with industry and retail superannuation funds; have greater tax efficiencies and access to a greater choice of investment options, including residential and commercial property.
As SMSF specialists we will help set up your fund and its investment strategy and continually monitor your SMSF to ensure all legislative and strict compliance requirements are met.

Personal Risk Insurance

Planning for your future includes putting in place steps to protect you and your family if the worst ever happens. Zenith Wealth Management takes the protection of your lifestyle and financial assets seriously and believes that preparing for unforeseen events is a crucial part of providing a sound and comprehensive financial strategy. We start by understanding what is important to you, your family and/or your business. Then through tax effective and personalised solutions, we will help minimise risk and provide you with a financial safety net. Only then will you have peace of mind in knowing that your cash-flow, assets, family and business will always be protected.

Retirement Planning

Like any other major life event, serious thought and planning is required for your life after retirement. And it is never too early to start planning.

At Zenith Wealth Management, we will understand what is important to you by asking all the right questions so we can provide you with a perfect retirement plan. We will find out your preferred retirement age and lifestyle and how much you believe you need to afford your desired lifestyle. With the right advice, you can live the life you’ve always wanted.

Estate Planning

Estate planning is about making it as easy as possible for the people you leave behind to handle your affairs. Setting up a will is only a small piece of the puzzle. Maximising the after-tax value of your assets, protecting them for future generations and ensuring these assets go to the people you choose are some of the other considerations that require your attention. Zenith Wealth Management can help you with all these areas and more.

Ongoing Service

A single financial plan isn’t adequate to meet all your short, medium and long term objectives. Your financial strategy must be reviewed regularly to ensure it remains relevant to changes in your personal situation and needs. Share market volatility and constant economic and legislative changes will also dictate the need to review your strategy. Zenith Wealth Management will always be there to guide you through unexpected life events with the utmost care and understanding, constantly monitoring your situation to ensure your plan remains optimal at all times.

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.