Steve Leung's Contact Details

Steve Leung's Company Details

Zalus Private Wealth

Level 13 Sydney, N/A, au • 5 - 9 Employees
Financial Services

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