Zalus Private Wealth helps you to make money matters easy
ZALUS METHODOLOGY
1. Practical strategies to achieve and enhance your financial goals within a specific timeframe.
2. Avoid or minimize violations of government regulations.
3. Maximize opportunities by leveraging government rules and regulations.
4. Enhance investment prospects with reasonable risk management.
5. Improve long-term returns on investment.
6. Provide regular updates on the overall and local economies.
7. Monitor and offer feedback on the progress of your portfolios under our ongoing service.
8. Your main point of contact for your financially advised assets.
our Main Services
What We Offer for You
Strategic Investment
- Wide range of selectively listed products
- High investment grade
- Track records
- Core-satellite structure to improve return without increasing risks
Self-managed super fund (SMSF)
- Establising
- Enhancing
- Borrowing
- Advance benefits
Retirement Planning
- Pre-retirement
- Transition to retirement
- Full retirement
- Secured income stream
- Maximise Centrelink benefits
Personal Insurance
- Life
- TPD
- Trauma
- Income protection
- Tax-effective structured cover
- Option of fee for service
The Team of Innovators
Steve Leung
Principal Financial Adviser
Zalus back office team
Clerical support
Licensee
Compliance support
Template support
IT and Research support
AdviserLogic
Lonsec
Make an appointment with us to schedule a ZOOM meeting for 30 minutes to explore how we can secure your financial future. It’s so easy!