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Our Firm

WHO WE CAN HELP

There is a common misconception when it comes to financial advice: that it’s for the wealthy. The truth of the matter is that financial advice is for everyone.

HOW WE CAN HELP

Our mission is simple; to be the leading financial planning brand, recognised within and outside of the industry for providing innovative and top quality financial planning solutions.

There are six words that we live by. “Personal service. Genuine interest. Quality advice.”

Our relationship with you will be based on mutual trust and commitment. We see it as a partnership where together we help achieve your financial goals.

Services Menu

Our values based financial advice offering focuses around the following key areas;

  • PERSONAL INSURANCES
  • ESTATE PLANNING
  • CASH MANAGEMENT
  • BUDGETING
  • TAX PLANNING
  • BUSINESS CONTINUITY PLANNING
  • RETIREMENT PLANNING AND WEALTH PRESERVATION
  • CENTRELINK ENTITLEMENTS AND ADVICE
  • SUPERANNUATION
  • DEBT REDUCTION
  • REDUNDANCIES AND ROLLOVERS

We are licensed through our partnership with Fortnum Private Wealth.
Fortnum was established to ensure clients’ interests remained at the centre of the decision-making process.
Fortnum’s client-focused approach, commitment to finding new ways to lead their advice community, their collaborative, values-based approach and extensive capabilities means our Zenith Team continue to enable our clients to achieve their objectives. By partnering with Fortnum, our advisers benefit from industry leading technical advice and investment research, and ongoing professional development.

THE STEPS TO HELP

What to expect

We first seek to understand your needs – we discuss, facilitate, project and illustrate to clearly understand where you wish to go and what you wish to achieve.

We aim to empower you to make educated and informed decisions based on your priorities and our guidance.
As part of our experience we will offer you a structured client service, from the initial meeting through to regular review meetings and beyond, ensuring effective and efficient delivery of our services.
You can rely on us.

Our goal is to get you to the finish line by planning ahead and providing advice on the protection of your plan through appropriate insurances. We will work with you to give you a sense of control by putting a plan in place and keeping you focused on your goals and the time frame for your objectives.

Achieving your goals takes commitment, teamwork and effort and by partnering with Zenith Wealth; we will help to get you from where you are now to where you want to be.