Kitmen Zhuang

Focus Private Wealth Pty Ltd

Platinum
11 Yrs Experience
Cheltenham, VIC 3192
Strategic financial advice is invaluable at any stages in your life. Contact us and find out what we can do for you to improve your financial position.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
My fees
Get in touch

Case by Case quoted service fee - Contact Us for a service quote

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 16
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Focus Private Wealth Pty Ltd

17 Coolac St
Cheltenham, VIC 3192

Opening hours

  • 10:00am – 3:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Arabin-Foye Private Wealth Pty Ltd

AFSL 427406

4.80
16 Reviews
5
4
3
2
1
4.70
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 16

Sort by

4.75

"Very honest financial adviser, very patient and easily reachable. He can be very detailed in his explanations which is awesome!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kitmen takes the time to address all of our concerns/ queries and is very knowledgeable. He is by far the best financial adviser we've ever had and is more concerned about what works for us than selling any products."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kitmen helped me through the myriad of investment, insurance and savings options available. I feel confident and at ease with Kitmen's advise and planning."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable and honest, delivering high quality information in a clear and concise manner."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Kitmen, provided very crisp and concrete suggestions for the situation. My Super is performing quite well. Thanks!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I've found Kitmen to be professional and responds quickly to my needs."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The service from kitmen was awesome and he has a lot of knowledge and helps with all your questions and needs."

  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kitmen has assisted us in setting up our SMS and has displayed a very honest and professional approach during the process. Kitmen always responds to any queries in a very timely manner. We would recommend him highly to any one considering engaging his services."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2015

Bachelor of Commerce (Accounting and Commercial Law)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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