Kristian Zuza

St Wealth Pty Ltd

Bronze
7 Yrs Experience
Sydney, NSW 2000

One of three brothers, growing up in a loud, close family that had home full of friends and relatives more often than not had taught me great deal – not only did it mean ensuring I had a thick skin to deal with banter, or communicating with various generations at any point in time, the single best lesson it taught me is understanding what a great sense of community is. Ultimately, the importance of relationships.

I have a passion for making things happen. Seems like a broad statement, all it really means is once I set my sights on a goal I need to make it happen. I like to follow this in all areas of my life; in a professional sense this includes helping people achieve, from strangers to clients and colleagues; in a lifestyle sense it might mean getting down to the beach with friends.

Having a European background just embedded an emphasis on Food and that many of the best relationships are developed face to face, over a coffee or sharing a meal.

Professionally, I have a passion for companies (naturally with an Accounting and Tax background), but not in a typical sense – I am intrigued and inspired by the people and relationships that make them great. Start-up or Giant Co, they symbolise a community, and allow people to work together to achieve outcomes that they otherwise wouldn’t be able to make reality.

With my background, education and experience, I love working with people to really help them achieve their own definition of success. This means employees, employers, a young couple wanting to start a family all the way through to those looking to retire. Having a company, I do my best to ensure these values come across in my professional career making my career enjoyable.

I love sport, the world game “Football,” and a competitive game of Tennis keep me active, however at times also glued to a TV screen.

Open to meeting people and having a chat - feel free to reach out.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We have no financial product ownership, no institutional ownership and receive no ‘kick backs’ from the banks etc. If there are any fees you will see them in our annual Fee Disclosure statement and we would expect you would be aware of them as we agree on the service we embark on.

Our fee philosophy is to create a 100% transparent arrangement with you, so you feel confident in coming to us whenever you need to.

As we are a personal financial advice business and every persons advice is different (complexity, goals, timeframes and work involved) so following our initial conversation we would have a better idea of what this would look like and we are happy to share this with you.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.93
  • Number of reviews 7
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

St Wealth Pty Ltd

Level 8, 99 Elizabeth St
Sydney, NSW 2000

Peak Wealth Management

Level 8, 99 Elizabeth St
Sydney, NSW 2000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Prosperitas Partners Pty. Ltd.

AFSL 544917