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.
The Financial Planning Association of Australia, have produced a video which explains how a financial planning expert such as a CFP professional, can put in place a plan to help you live the life you want and to be prepared for life’s setbacks.
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.