Zeal Wealth
Client engagement is not just a priority — it’s our passion.
As a sole adviser, I ensure that every client experiences a personalised and consistent relationship. Unlike the big firms where you are often passed from adviser to adviser, at Zeal Wealth, you deal directly with me. This ensures you are never left feeling forgotten, and your financial journey is always guided by someone who understands your needs and goals.
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
“It is fundamental for us to earn your trust and ensure you feel comfortable and confident with the advice we provide before proceeding.”
Getting to Know You
We start by listening to understand your financial goals, past investment experiences, and what’s important to you.
Developing a Plan
Based on your circumstances, risk profile, and goals, we develop a tailored financial plan and discuss it with you.
Statement of Advice
We provide a Statement of Advice (SOA) with our recommendations and fees. Your acceptance allows us to proceed.
Strategy Implementation
We put the agreed strategy into action, managing rollovers, buying assets, and setting up investment structures.
