Chuck Zhu,
Financial Adviser
Chuck Zhu combines industry insight with a genuine, people-first approach to his role as a financial adviser at Advice4Life. With a background in property and the tech industry, he’s no stranger to complex decisions, but it was the opportunity to work closely with people and provide lasting value that drew him to financial advice.
“I believe good advice is incredibly valuable,” says Chuck. “Insurance can seem complex and overwhelming, but having a professional by your side brings clarity and confidence in the face of risk.”
Chuck specialises in helping families and small businesses—particularly sole traders—find the right insurance solutions, making the process straightforward and stress-free so they can focus on what matters most.
He holds the New Zealand Certificate in Financial Services (Level 5), with strands in both Personal Insurance and Investment, and a Bachelor’s degree in Marketing from Auckland University of Technology (AUT).
What he values most about working with Advice4Life is the client-first culture. “At Advice4Life, it’s about relationships, not transactions. We’re here to support clients for the long term—not just provide advice and move on.”
Outside of work, Chuck is passionate about the outdoors and is an enthusiastic surfer who enjoys creating a positive impact for the people around him.

“Good advice helps cut through the confusion, so you can feel clear about your choices and confident in your decisions.”

Advice4Life Limited (FSP 489726) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice.