Strategies for a Balanced Wealth Experience

At Ziku Advice, we believe in empowering your financial journey through our holistic approach to wealth management. Our comprehensive suite of services is designed to address every aspect of your financial life, ensuring a balanced and well-rounded wealth experience.

Our team of experienced professionals will work closely with you to assess your unique financial situation, goals, and risk tolerance. We'll then develop a personalised financial roadmap that incorporates a wide range of wealth-building strategies.

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Our approach

Discover

We begin by conducting a thorough assessment of your financial situation, goals, and risk tolerance. We listen carefully to understand your unique needs, preferences, and aspirations, laying a strong foundation for our partnership.

Implement

Once we have your approval, we'll put your personalised plan into action. Our team will diligently execute the chosen strategies, ensuring that your investments are aligned with your goals and risk tolerance, while also monitoring and managing your portfolio for optimal performance.

Review & Adjust

As your trusted wealth management partner, we'll provide ongoing support and regular reviews of your financial plan. We'll make any necessary adjustments to ensure it remains aligned with your evolving needs and market conditions, keeping you on track towards achieving your financial goals.

Strategise

Our team of experts will develop a customized financial plan tailored to your specific objectives. We'll identify the most appropriate investment strategies, tax-saving opportunities, and risk management solutions to create a comprehensive roadmap for your financial success.

Damien Jordan

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Director of Ziku Advice

Our 4-Stage Wealth Management Process is designed to provide you with a clear and concise approach to financial planning, allowing you to feel confident in our ability to guide you towards a secure and prosperous future.

Financial Advice by Degree Qualified Advisors

We are driven by an unwavering belief in each other and respect for our clients.

We only charge clients on a flat fee advice model

Access to competitively priced investment platform leaders

Relationship with all major insurers

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Expert Retirement Planning for Life's Next Adventure

Crafting Personalised Strategies for a Comfortable and Rewarding Retirement Journey.

We understand that each client's retirement goals and financial situations are unique.

Our team of experts will work closely with you to develop a customised retirement plan that meets your specific needs, ensuring a secure and comfortable lifestyle during your golden years.

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Navigating Financial Complexity

Expert Guidance for Your Complex Financial Challenges.

Advanced Tax Strategies: We specialise in navigating the complexities of tax regulations to develop tax-efficient solutions for your unique financial situation, helping you minimise liabilities while maximising savings and investment growth.

Estate and Wealth Transfer Planning: Our team is adept at crafting comprehensive estate plans that protect your assets, minimise tax exposure, and ensure a smooth wealth transfer to your beneficiaries, addressing any intricate family or business dynamics.

Customised Investment Management: We provide tailored investment management solutions for clients with complex portfolios, taking into consideration factors such as alternative investments, concentrated stock positions, and diverse income sources to optimise returns while managing risk.

Comprehensive Aged Care Advice: We offer expert guidance on navigating the complexities of aged care options, helping you make informed decisions to secure appropriate, high-quality care for yourself or your loved ones while optimising financial resources and benefits.

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Team spotlight

“As your financial planner, my goal is to unlock your financial potential and guide you towards a confident, prosperous, and secure future. By working together, we'll assess your unique financial situation, identify your goals, and create a personalised roadmap to achieve them. I'm here to help you navigate the complexities of wealth management, making informed decisions every step of the way, so you can focus on enjoying the life you've always envisioned.”

Stephen Charalambous

Senior Financial Adviser at Ziku Advice

1/3

"As your dedicated financial adviser, I'm committed to helping you harness the power of your financial resources to build the life you've always wanted. Together, we'll explore your financial landscape, pinpoint your aspirations, and design a tailored plan to turn your dreams into reality. My role is to simplify the world of finance for you, empowering you to make well-informed decisions while securing a future of growth and financial stability."

Calvin Barlow

Senior Financial Adviser at Ziku Advice

2/3

“As your financial adviser, my mission is to help you preserve your legacy by providing expert guidance on seamless inter-generational wealth transfers. Together, we'll create a tailored plan to ensure your hard-earned assets are passed on to future generations smoothly, securing lasting family prosperity. Through careful estate planning, tax optimisation, and wealth management strategies, I'll support you in forging a financial legacy that stands the test of time.”

Tristan Jordan

Senior Financial Adviser at Ziku Advice

2/3

Success is a team effort.
Check out some of our trusted partners.

500+

Actively Advised
Clients

900+

Insurance Advice
Clients

20+

Years Providing
Financial Advice

We create financial freedom

We are a team of highly qualified professionals at the forefront of the Australian financial services industry with unrivalled expertise in financial advice, lending, accounting and tax. We deliver sustainable finanical outcomes by focusing on our four key pillars.

Services

Team

Careers

Resources

Ziku Accounting - Client Authorisation Form

Weinberg Private - Target Market Determination

Terms & Conditions

Privacy

Ziku Advice FSG

Financial Services and Credit Guide

Financial Services Guide - APFS Melbourne 1 Pty Ltd trading as Ziku Advice (ABN 86 639 578 242) is an Authorised Representative of Blackcrest Group Pty Limited (ABN 55 670 911 252) (Australian Financial Services Licence No. 555615) -14-16 Garden Blvd, Dingley VIC 3172, Phone:03 9853 4637, 9am-5pm Mon-Fri

Credit Guide - Ziku Lending Pty Ltd is a Corporate Credit Representative (502517) & Sean White is a Credit Representative (436344) of Fintom Pty Ltd (ACN 671102293) (Australian Credit License No. 555617) - 14-16 Garden Blvd, Dingley VIC 3172, Phone:03 9853 4637, 9am-5pm Mon-Fri

Disclaimer

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. If you acquire a product or service, Blackcrest Group Pty Limited (ABN 55 670 911 252) (Australian Financial Services Licence No. 555615) and Fintom Pty Ltd (ACN 671102293) (Australian Credit License No. 555617) companies and/or their representatives will receive fees and other benefits, which will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments.

Weinberg Private Managed Portfolios - PDS (Product Disclosure Statement) ‍

HUB24 IDPS Weinberg - PDS (Product Disclosure Statement)‍

HUB24 Super Weinberg - PDS (Product Disclosure Statement)‍

HUB24 Managed Portfolio Service - Target Market Determination‍

Fintom Pty Ltd - Credit Guide‍

We are an authorised representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, AFS Licence and Australian Credit Licence no. 232706 (“our Licensee”), as shown in our Financial Services & Credit Guide. Your access to this website is subject to these terms and conditions, our Privacy Policy, notices, disclaimers and any other terms and conditions or other statements contained on this website (referred to collectively as “Terms and Conditions“). By using this website you agree to be subject to the Terms and Conditions. Access for persons from within Australia only. This website is only for the use by persons accessing the website from within Australia. The services described in this website are only available to persons accessing the website from within Australia. No personal financial or investment advice provided to you, unless otherwise expressly stated to the contrary, this website is not designed for the purpose of providing personal financial or investment advice. Information provided does not take into account your particular investment objectives, financial situation or investment needs. You should assess whether the information on this website is appropriate to your particular investment objectives, financial situation and investment needs. You should do this before making an investment decision on the basis of the information on this website. You can either make this assessment yourself or seek the assistance of an adviser. Unless otherwise expressly stated to the contrary, the information on this website is not a recommendation or a statement of opinion to make a decision about a financial product or a class of financial products or to invest in any investments, securities or financial products offered by any product issuer, including AMP Limited (ABN 49 079 354 519) (“AMP”) or a member of the AMP group of companies. Investment performance unless otherwise stated to the contrary, neither we nor the Licensee guarantees any particular rate or return, the performance of any investment or the repayment of capital from any investment. Investments are subject to possible risks, including delays in repayment and loss of income or capital invested. Third party offers and links to other websites. This website may contain references to other special offers or promotions by third parties that have not been verified by us or our Licensee. The website may contain links to other websites or pages of third parties. Neither we nor our Licensee are responsible for the content of any third party websites or pages linked to or linking to this website. Such links are provided for convenience and information purposes only. Neither we nor our Licensee endorse, approve or recommend the operators of third party websites or the content of those websites. 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Portfolio Target
Market Disclosures

Weinberg Private Conservative Core Portfolio