Manifest Financial Wealth

DREAM. PLAN. LIVE. Financial Planning advice for all stages of life.

We are a Canberra based boutique financial services business that provides financial and investment advice to individuals throughout Australia, including Sydney and surrounds. We have access to a wide range of financial products and services through our in-house offering and alliances with strategic partners, to help you through every stage of life. Whether you are starting out with your first job or looking to slow down and preserve your wealth later on in life we can help you implement a financial roadmap for your unique circumstances.

About Us

Manifest Financial Wealth Pty Ltd was established by Paul Zobonos, a 15 year veteran of the financial planning industry.

Paul, has demonstrated a long standing commitment to delivering a high level of service with integrity and technical expertise over his career.  The secret to his success has been the ability to develop a deep understanding of his clients goals, tailoring solutions to achieve these goals and maintaining long standing relationships.

Paul is a Certified Financial Planner, the highest designation in financial planning in the world.  A CFP designation requires a commitment to higher standards of education, ethics and professionalism than is required by law.

We aim to provide a high service standard no matter what your level of financial assets. This service standard is made possible due to our scaleable back-office systems which we have developed in conjunction with our business partners.

Paul Zobonos is an Authorised Representative (AR No. 289322), and Manifest Financial Wealth Pty Ltd is a Corporate Authorised Representative (AR No. 1237082) of HNW Planning Pty Ltd, AFSL 225216, ABN 42 083 745 055. You can view our privacy policy here, and our Financial Services Guide here.

Our Financial Planning Process

Our process involves sitting down with you and getting to know what motivates you and understanding what is most important to you.  This is usually takes place in the initial meeting which is free of charge.  By the end of the first, we are in a position to advise you whether we can indeed assist you and what the cost of providing our services would be.

A subsequent meeting is scheduled to collect all of your financial information and assist you to quantify your goals and objectives.  We then go away with this information and analyse your data, research your current investments and compile strategies that will help you to reach your financial goals.

This is presented to you in a Statement of Advice document in the third meeting.  The Statement of Advice document outlines in detail the strategies (along with alternative strategies) and our investment product recommendations and how these will be in your best interests and help you to achieve the stated goals and objectives.  The final phase of the process involves the implementation of the recommendations.

We offer an ongoing review service to ensure that our strategies and investment recommendations remain appropriate. Modifications to your tailored financial plan will be made to adjust for any changes in the regulatory environment, economic cycles and changes in your financial situation.

 

Contact

Manifest Financial Wealth
Suite 12, Birubi Chambers, Hawker Shops
121 Hawker Place
HAWKER  ACT  26014

paul.zobonos@manifestfw.com.au

T 02 6140 3458
M 0403 625 569

If you have any financial planning queries or you would like to book a free financial health check, please complete the form below.  We can meet you at our office, or for convenience we can meet you at your home.