Joanna Conroy's Contact Details

Joanna Conroy's Company Details

Zenith Wealth

Devonport, Tasmania, Australia • 9 Employees
Financial Services

Zenith Wealth, a holistic financial services firm, with advice centres in Hobart, Burnie, Launceston and Devonport within Tasmania.Zenith Wealth provides financial advice out of our Hobart, Burnie, Devonport and Launceston offices. Zenith Wealth also provides advice through the extensive branch network of B&E Personal Banking throughout Tasmania. B&E Personal Banking has branches in Wynyard, Burnie, Ulverstone and Devonport on the North West, Launceston in the North and Hobart, Glenorchy and Rosny in the South.There have been some recent and significant changes at Zenith Wealth. Zenith Wealth parted ways with RI Advice Group. We are now very happy and proud to be part of Hillross Financial Services Limited for our licensee parter. We are also very pleased to announce that Hillross Launceston/Trethewie and Partners have joined Zenith Wealth. Zenith Wealth currently employs a team of 22 including 8 Financial Planners, and manages approximately 400 million funds under advice.Zenith Wealth also manages the Financial Planning Arm for B&E Personal Banking - a building society in Tasmania with 8 branches and 37,000 clients.The firm is successful in building strategic alliances with other professional businesses such as Accountants and General Insurance Brokers.Grant is also a Co-Director of Lending 4 U, a mortgage broking firm in Devonport and Burnie Tasmania.At Zenith Wealth we understand our client relationships are the very core of our business. We are committed to offer the highest standards of client service and the provision of the highest quality financial advice.Zenith Wealth is a leader in delivering advice that puts you, our client, first. We understand that everyone's situation is different; there is no one quite like you.We believe everyone should have access to quality advice. With our true State-wide presence, we provide a comprehensive and quality advice service that is accessible to all Tasmanians.