About Us - We help people in Sydney & Chatswood NSW
Expertise, Integrity, and Discipline
Zalus Private Wealth is a financial planning business run by highly qualified and seasoned financial advisers strongly adherent to the virtues of integrity and discipline. Our team regularly undergoes training and professional development sessions to keep them abreast of the latest innovations in the industry as well as legislation. We provide research, initial and ongoing financial advice, and administration support. We have offices in Chatswood and Sydney CBD. You are welcome to make an appointment with us to see how we can help you improve your financial situation.
At the helm of the company is our founder, Steve Leung. He is a Certified
Financial Planner™ offering more than 15 years of industry experience.
From Steve Leung
“I love science as much as I love asking why and how. The first time I read stories about Edison, I wondered why a light bulb could give out light but not a normal copper wire. So, I connected a naked wire between the two points in the power socket just to verify.
With a boom, the whole room went dark. Luckily, I was still alive. When I was in high school and university, I studied physics and mathematics and I thought I have learned all about the universe.
Only until I found a job and got married did I find out one thing I wasn’t sure about – money! Where does all my money go? There were not many lessons taught in high school and the university about that. If ever there were, I probably didn’t pay much attention. This is one of the major reasons why I decided to pursue financial management as a career.”
How It Happened
"I moved to Australia in 1991, and after teaching in high schools for some time, I switched to a career in real estate in 1993. In the realty industry, I saw how a lot of people made and lost money in various ways. Although I made quite a good sum of money, I sought financial advice from my accountant and bank advisers. Only to find that there was no real help.
Then, I attended workshops and seminars, read books, and found out ways to save some tax money. I realised how important cash flow management was in running a business. After a client of mine told me that I could do studies in financial planning, my journey as a financial adviser began. That was in 2004.
Since then, I have been actively providing wealth creation and retirement advice while working with banks and serving clients ranging from dads and mums to professionals and business owners. Doing so provided me with the experience necessary to understand clients’ needs thoroughly. I also realised the value of close collaboration and attentive service provision.
By focusing more on quality instead of quantity, I am able to find ideal solutions to unique money problems. This can come in the form of my coming up with strategies allowing people to pay lesser amounts of taxes lawfully, stretching their retirement dollars, or simply helping people and business owners cover their downside and their personal financial needs.”
- Certified Financial Planner™
- Graduate Diploma in Financial Planning
- Bachelor of Management (Honours)
- Graduate Diploma in Arts (Information Science)
- Certificate of Education
- Diploma of Science (4-Year Degree Level)
- Fellow Member of Financial Services Institute of Australasia (F Fin)
- CFP® Member of Financial Planning Association of Australia (FPA)
Consult Us today
Contact us today to set an appointment with any of our financial advisers. Initial consultations are provided for free. Our services are available in Sydney and other locations all over Australia.