Zenith Financial Planning P/L

Zenith Financial Planning provides strategic advice that will improve your financial position and provide peace of mind.
We specialise in retirement planning and in partisular, the complex area of Residential Aged Care.

Our Financial Planning Service is all about assisting you to achieve your life goals. It is our belief that too many Financial Planning firms (and clients) concentrate on issues that are uncontrollable, particularly investment markets. This distracts attention from important issues that can be controlled such as the management of investment strategy, risk, debt, cash flow and Estate planning. By controlling the variables that can be controlled and shifting the focus away from the uncontrollable, we work with the client to ensure their life goals are achieved.

We believe that 80% of the value derived from a quality financial plan is achieved through strategy and that the contribution from specific financial products is minimal. Accordingly, our fees and charges are based not on the amount of money involved, but rather the complexity and amount of time involved in the provision of our advice.

Ultimately, financial advice is about financial security and peace of mind and this is what we offer our clients.

So…. what keeps you awake at night?