Focus Private Wealth Pty Ltd 17 Coolac Street, Cheltenham, Victoria 3192

Welcome to Focus Private Wealth Pty Ltd, located in Cheltenham, Coolac Street. As an establishment in the finance industry, we are a point of interest for individuals seeking professional financial advice in Australia.

With over 15 years of experience in the financial advice profession, our team specializes in finding the missing pieces to complete the whole picture of your financial situation. This often unlocks great opportunities for our clients. Our founder, Kitmen Zhuang, has been involved in the financial planning industry since 2007 and holds a Bachelor of Commerce Degree. He has attained the Certified Financial Planner® and SMSF Specialist Advisor™ designations, showcasing his expertise and commitment to his clients.

At Focus Private Wealth, we take a comprehensive approach to your financial position. We discuss your short-term objectives and long-term goals to create a realistic road map for your future. Our advice focuses on the strategies available to you and your family to help achieve these objectives and goals. We also provide education to our clients, explaining complicated strategies in plain and simple language to ensure a better understanding and feedback process.

We offer scaled advice or limited scope advice based on your specific needs. Our focus is on value for money and actual results. In your first meeting with us, you will hear realistic solutions rather than sales talk. We believe in providing transparent and quantifiable fee structures based on the hours spent and complexity level. This ensures that your fee is justifiable and makes us a professional financial advisor rather than a salesperson.

As a boutique AFSL holder, we are not owned by any financial institutions. This allows us to recommend the right services and products that are best for you, without any conflicts of interest. We do not receive any commissions from investments, ensuring that our investment selection process is unbiased.

Don't just take our word for it, here's what some of our clients have to say about Kitmen Zhuang: "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."

"Kitmen is always honest and tells it like it is. Gives 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 detail."

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

Contact us today to schedule your initial meeting and experience real financial advice.