Financial wellbeing is important to a satisfying and peaceful life. I am passionate about helping people become financially healthy. Through strategic planning and quality advice on insurance, retirement/KiwiSaver and investment, I help my clients make the best of their financial resources and achieve their financial goals.
In my practice, I uphold the ethics of clients' interest first, integrity and professionalism. I believe these are the keys to a sustainable, long term relationship with my clients. I was awarded 'Trusted Adviser' by Financial Advice NZ - the designation showing the public of my high level of qualification, experience and ethics. I'm fluent in English, Mandarin and Cantonese.
In my spare time, I'm an active volunteer in Rotary, local community, my church and my tramping club. I believe "it's more blessed to give than to receive".