We are a financial planning business based in Caringbah and have been providing professional planning advice since 2001.
In this day and age it is difficult for one firm to meet the financial planning needs of all clients at all life stages. As legislation and financial needs are becoming more complex, specialisation becomes inevitable. Zenith Financial Planning are experts in all things retirement; planning for it, funding it, Centrelink, Estate planning and Aged care. These are the clients we work with and by specialising we are able to focus our skills in these areas providing better outcomes for the client.
For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/ Financial Services Guide.