Meet Michael Zealley

Advisors

1 Feb

Written By The KH Studio

Michael Zealley

Financial Advisor

Running • Snow Skiing • Hiking

LinkedIn Profile

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Mick started his Strategem journey as a Paraplanner in 2022. He has since been appointed as a Financial Planner and is enjoying building relationships with his clients.

Michael is passionate about working with his clients to develop strategies to support their wealth accumulation. He works to help you understand your financial position, take advantage of opportunities that arise and create strategies that see you use your wealth effectively - ultimately helping you achieve your goals.

Michael’s skills include:

- Wealth accumulation and superannuation maximisation strategies

- Providing advice to ensure a smooth transition into retirement

- Retirement income stream advice and retirement income modelling

- Centrelink maximisation

- Minimising tax on superannuation death benefits

Credentials/Qualifications:

- CFP (Certified Financial Planner)

- Bachelor of Applied Science

- Advanced Diploma of Financial Planning

See Michael in action:

Michael’s Client Feedback:

Featured

By completing the pre appt details was able to save myself an unnecessary appt. Michael was able to give me a quick confirmation over the phone. Really appreciated and will see him for further advise as needed in a few months.
- Debra

Michael was helpful and provided frank advice.
- Ian

Very clear advice.
- Karen

Michael provided us with well informed information in a friendly and professional manner
- Jan and Brian

Michael answered all of our questions and gave us a clear insight into where we are financially and what to look at going forward.
- Karen and Tony

The advisor was clear and perceptive, and even-handed in his information and advice
- Mark

Quality time was allocated for my initial appointment and a respectful and informative discussion reduced my anxiety of navigating my transition to retirement.
- Jo

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Recommended Blogs:

Blog

How to Start the ‘Big’ Conversations About Aged Care, Retirement, and Succession Planning with Your Family

So, you want to bring up the “big stuff” with your family—topics like aged care, retirement, and what happens to everything you’ve built down the line. These aren’t exactly go-to topics for family brunch, but with a little preparation (and maybe a sprinkle of humour), they don’t have to be stressful, either!

Preparing Your Business for the Holiday Season

The holiday season in Melbourne is more than just a time for shopping sprees and festive gatherings; it’s a golden opportunity for businesses to connect with customers, boost revenue, and set the stage for a successful start to the new year.

Why Working with an Aged Care Specialist Can Make All the Difference

As we or our loved ones age, navigating the world of aged care can feel overwhelming. From understanding funding options and choosing the right care to managing financial considerations and making long-term plans, it’s a lot to take in.