Why Work With Us We specialise in providing financial strategies for corporate executives, professionals, and business owners. We understand your needs. With our tested Zalus Methodology, we'll help you reduce expenses, maximise returns and protect assets, so you can achieve and enjoy financial freedom. As a boutique firm serving clients in Sydney and Chatswood NSW and wider Australia, we are known for giving our clients the attention they deserve without the bureaucracy of a larger organization. We also offer a full range of products and services thanks to the support of our dealer group. Our ApproachFirst, we listen carefully to your goals and concerns. We make sure we understand exactly what you want to achieve. Then, we'll crunch the numbers and do the research to develop a custom plan for your needs. We'll walk you through the plan step-by-step, and we'll meet with you on a regular basis to make sure you stay on track. Services Offered• Investment planning• Superannuation planning/self-managed super fund (SMSF) planning• Pre-retirement and retirement planning• Personal asset protection through life insurance, income protection, TPD, and Trauma insurance• Business asset protection through key-person insurance, liquidity insurance, and business expenses insurance• Business succession planning through buy-sell agreement (liaise with a lawyer)• Estate planning (liaise with a lawyer)Schedule a Free ConsultationEmail to steve.leung@zaluspw.com.au now orVisit our website to learn more: https://www.zaluspw.com.au/services

Website: zaluspw.com.au

Employees: 5 - 9

HQ: N/A

Location: Level 13 Sydney, N/A, au

Revenue: Not Available

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Zalus Private Wealth is a boutique financial services firm located in the heart of Sydney, Australia. With a focus on providing personalized financial strategies for corporate executives, professionals, and business owners, Zalus Private Wealth offers a range of services, including investment planning, superannuation planning, pre-retirement and retirement planning, personal and business asset protection, business succession planning, and estate planning. The firm's unique approach begins with a thorough understanding of each client's goals and concerns, followed by detailed research and analysis to develop a customized plan. Clients can expect regular meetings to ensure they stay on track towards achieving their financial objectives. Zalus Private Wealth's team, led by Founder and Principal Certified Financial Adviser Steve Leung, is committed to providing the highest level of service and support to help clients achieve financial freedom. Schedule a free consultation today to learn more about how Zalus Private Wealth can help you achieve your financial goals.

Work with us and we'll help you achieve financial freedom. We specialize in helping corporate executives, professionals, and business owners like you. We understand your needs and will work with you to reduce expenses, increase profits, and protect your assets. As a small firm, we can give you the personal attention you deserve without the red tape of a big company. We also have access to a wide range of products and services through our dealer group. Our approach is simple. We listen to your goals and concerns, do the research, and create a custom plan for you. We'll explain it step-by-step and meet with you regularly to make sure you're on track. Here are some of the services we offer: * Investment planning * Superannuation and self-managed super fund planning * Pre-retirement and retirement planning * Personal asset protection through life insurance, income protection, TPD, and Trauma insurance * Business asset protection through key-person insurance, liquidity insurance, and business expenses insurance * Business succession planning through buy-sell agreements (we'll work with a lawyer) * Estate planning (we'll work with a lawyer) Schedule a free consultation by emailing steve.leung@zaluspw.com.au or visit our website to learn more: https://www.zaluspw.com.au/services.