Kaizen Wealth Solutions

Protecting what matters most; your future, and the future of the people you love.

For over 20 years, Kaizen Wealth Solutions has been providing clients with reliable, custom-fit advice for wealth protection, superannuation, and retirement planning.

In 2013, Kaizen merged with the McLardy McShane Group Financial Services division; with founder Amanda Freeman at the helm as Managing Director. Now, Amanda leads the same highly qualified, passionate, and customer-centric team — proudly back under the Kaizen name. Meaning “continuous improvement” in Japanese, Kaizen reflects the team’s dedication to protecting and improving your financial position, whilst we grow and develop alongside you.

Our motivation continues to be making wealth protection, superannuation and retirement planning advice accessible to all.

Our Story

Our Services

01

Personal Risk Insurance

An investment for the future: yours, and that of the people you love. Protect your financial wellbeing when life takes an unexpected turn, whether it be illness, injury or accidents. These moments are tough enough, and shouldn’t come with added financial stress.

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02

Business Succession Planning

Do you have a plan in place to keep your business running smoothly in the event of a partner, shareholder or key person’s departure? We’ll support you with solutions to minimise the impact of a disruption, safeguarding the business and the people who depend on it.

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03

Superannuation & Retirement Planning

Planning for your future is about more than just saving; it’s how you create the freedom to live life on your terms. A robust investment strategy and financial retirement plan gives you peace of mind as you move through the stages of your career.

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Invest, grow and protect your wealth

Establish financial protection for your small business

Better manage and optimise your cashflow

Provide decades of knowledge and insight to help you understand the value of financial discipline and planning, at every stage of life

Plan, manage, and optimise your super from an early stage

Assess your appetite for risk to help you work towards your financial dreams

We’re ready to work with you to:

Our Team

To assist our clients with their overall financial needs, we have partnered with Sherpa Financial Group Pty Ltd (Corporate Authorised Representative Number 1236433 of Integrity Financial Planners Pty Ltd AFSL 225051) to provide Wealth and Retirement advice. To find out more about Sherpa and how they can help you, please click here: Sherpa Financial Group

Nik Lal_Sherpa Financial Group
Sapan Verma_Sherpa Financial Group

Nik Lal
Senior Financial Planner and Director

Sapan Verma
Senior Financial Planner

Our Community

Empathy and genuine care sit at the heart of our services — and who we are as people. Our team shares a mutual work ethic and motivation when it comes to helping others, reflected in over 20 years of community involvement.

Our Community Partners

Contact Us

Ready to explore our services? Contact us today to discover how our tailored solutions can work for you.

support@kaizenws.com.au
03 9191 5833

Contact Us