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.
No Cost, No obligation Initial Meeting
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.