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Zeal Wealth

ZEAL WEALTH

Client engagement is not just a priority, it’s our passion.

At Zeal Wealth, you work directly with a dedicated financial adviser who takes the time to understand your personal goals and financial situation. Unlike larger firms, we don’t pass you from person to person. Our one-on-one approach ensures consistent support and personalised investment strategies that evolve with your life journey.

With Zeal Wealth, you are not a number; you are a valued client who receives dedicated, expert advice tailored specifically for you.

Financial adviser promoting investment strategies to enhance wealth and secure future financial stability.

 

No Cost, No obligation Initial Meeting

“It is fundamental for us to earn your trust and ensure you feel comfortable and confident with the advice we provide before proceeding.”

 

Zeal Wealth Process

We provide tailored financial services to help you build, protect, and manage your wealth confidently through planning, risk management, and investment strategies aligned with your goals and values.

Getting to Know You

We start by listening. Your goals, values, and past experiences shape everything we do.

Developing a Plan

We create a tailored financial strategy based on your needs, risk profile, and long-term goals.

Statement of Advice

You receive a clear plan (SOA) outlining our recommendations and fully transparent fees.

Strategy Implementation

Once approved, we handle everything from rollovers to investments to put your plan into motion.

Progress Review

We stay with you. Regular reviews help adjust your plan as life and goals evolve.

"Leslie is very good in what he does. He’s the financial planner I think everyone should have. Always clear on giving me thorough advise on my financial goals and how to get there. Been with Leslie for 5+ years and the personal goals discussed and plans to get there within this timeframe has all been achieved and we’re now discussing on further growth and sustaining what I’ve reached so far. Would highly recommend Leslie to anyone looking for financial advise at any time or day!".
John P.
Client
"Excellent financial planner, very knowledgeable, highly recommended and really good guy. I use Leslie's services and refer confidently to my friends and clients".
James M.
Client
"The team is always professional and straight up with any/new information or any recommendations. I found the team, very professional and always very prompt at returning any messages or phone calls, even for the most silliest questions. If you want good professional service and help with your financial needs, or questions, this is the team!"
Garry C.
Client
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