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Over 10 years in the financial planning industry with a full range of financial service. Honest financial advisor that focus on value for money result.
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#007ABD
Lochmara
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255, 255, 255
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Focus Private Wealth is a Melbourne financial advice practice helping individuals and families improve their financial position through practical, value-focused guidance. Led by Kitmen Zhuang, who has worked in financial planning since 2007, the firm brings experience in advising clients and other financial planners. Zhuang holds a Bachelor of Commerce and the Certified Financial Planner and SMSF Specialist Advisor designations.
The practice offers holistic financial advice, developing a realistic roadmap around each client’s current circumstances, short-term objectives and longer-term goals. Its services include tax-effective strategies, self-managed superannuation funds, debt management, savings and investment planning, retirement planning, life insurance, income protection and building super. Clients can also request scaled or limited-scope advice.
Focus Private Wealth emphasises clear explanations, client education and solutions suited to individual needs. It describes its fees as based on time spent and complexity, and says it receives no commissions from investments, supporting an advice process designed to avoid conflicts in investment selection. The firm also works with other professionals to inform its financial strategies.
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Finance
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