Our Story
For more than 20 years, Kaizen Wealth Solutions has been guiding individuals, families, and businesses through the complexities of financial planning. Led by founder Amanda Freeman, Kaizen built its reputation on expertise in personal risk management and business succession, while also offering tailored services in superannuation and retirement planning.
In 2013, we merged with the McLardy McShane Group to strengthen their financial services division, with Amanda taking the lead role as Managing Director to expand this area of the business. This year, we’re proud to return to our original name, yet remain the Group’s trusted and preferred financial services partner.
We’re still here for you like we’ve always been. Our people, our passion, and our commitment to providing accessible and reliable financial planning advice to all Australians remains strong.
Meaning “continuous improvement” in Japanese, the Kaizen name reflects the team’s dedication to protecting your wealth and improving your financial position, whilst we grow and develop alongside you.
No matter what stage of financial livelihood, all of our clients should feel able to pursue their wealth goals with confidence. We’re proud to keep walking beside you to achieve this — same team, same level of care, under our original name.