Improve Your Financial Position with a
Professional Financial Advisor
$500 Value Guaranteed Challenge
With over 15 years experience in the financial advice profession, we specialise in finding the missing pieces to complete the whole picture, which often unlocks some great opportunities.
Focus Private Wealth Pty Ltd
Financial Advisor - Focus Private Wealth
Kitmen Zhuang has been involved in the financial planning industry since 2007. He holds a Bachelor of Commerce Degree and attained Certified Financial Planner® and SMSF Specialist Advisor™ desginations.
His ethical, client focused approach and strong technical skills have been appreciated by his colleagues and clients.
Kitmen's past experience heavily focus on advising other financial planners and developed strong technical skills and knowledge. As a result, he is able to provide valuable opinions in your first meeting with him.
He has also contributed his experience and knowledge to the profession's highest designation education program i.e. the Certified Financial Planner program.
Meet The Principal - Kitmen
$500 Value Guaranteed Challenge
Do you qualify?
Our Services
Holistic Financial Advice
We look at your current position, discuss with you your short term objectives and long term goal and then create a realistic road map to help you plan for your future.
Our advice focus on the strategies available to you and your family to help achieve your objectives and goals. We provide service / find the right service provider and / or financial product(s) for you to facilitate the strategies.
Explaining complicated strategies in plain simple language is our expertise. We are not only providing advice but education to our clients as we believe the better our clients understand our advice the better feedback they can provide to help achieve a better result.
Scaled Advice
We offer scaled advice or limited scope advice at your request as per the list below.
Expertise
Focus Private Wealth specialise in
Tax Effective Strategies
Self Managed Super Fund
Managing Debt
Savings Investment
Retirement Planning
Life Insurance Income Protection
Building Super
Why Us?
How we differ from other financial advisors.
At Focus Private Wealth, we focus on value for money and actual result. You will hear little sales talk but a lot of realistic solutions in your first meeting.
Working closely with many other professionals, we understand it is impossible to provide holistic financial advice without good knowledge in related areas and this allows us to formulate the best strategies which many others cannot / are unable to offer.
Focus Private Wealth is proud to be one of the few practices in our profession to offer an easily quantifiable fee structure based the hours spent and complexity level. Using this structure, you can be assured that your fee is justifiable. This is the fee structure we believe making a financial advisor a Professional instead of a Professional Salesperson.
Our licensee is a boutique AFSL holder i.e. not owned by any financial institutions. We recommend the right services and products we know that are the best for you, not what give us the most benefits. In fact we do not receive any commissions from any investments in order to remove any possible conflict of interest in our investment selection process.
As we value our advice and your first meeting will be an invaluable experience, we charge $330 for our initial meeting ONLY if you agreed that you are happy with the outcome of it.
Talk to us and bring in your advice you previously received and find out what real financial advice is.
What Our Clients Say
Financial Advisor Testimonials
"Kitmen is very professional, approachable and easy to understand..."
"Kitmen is very professional, approachable and easy to understand in the way he explains our Super portfolio. His level of service is excellent and my wife and i feel that he really genuinely cares for our financial outcome and personal well being. "
Ray
"Kitmen is always honest and tells it like it is..."
"Kitmen is always honest and tells it like it is. Give advice that fits in with our needs. Highly recommend him to anyone seeking advice about super and money matters. All questions answered and explained in deatil."
Anna
Find more testimonials on AdviserRatings.com.au
Address
Shop 1 / 17 Coolac Street
Cheltenham VIC 3192
admin@focuspw.com.au
Phone
0469 360 207
Copyright 2019 - Focus Private Wealth Pty Ltd - ABN 77 605 808 400
A Corporate Authorised Representative of Arabin-Foye Private Wealth Pty Ltd AFSL no 427406