Financial wellbeing is important to a satisfying and peaceful life. I am passionate about helping people become financially healthy. Through guiding my clients to set their money goals in life, I help them sort out their financial resources and provide quality advice on insurance, retirement and investment.
In my practice, I uphold the ethics of integrity, transparency and professionalism; my clients and their interests always come first. I believe these are the keys to a sustainable, long term relationship with my clients.
I often write articles and share on social APP - WeChat. I run seminars/webinars on KiwiSaver, retirement and investment regularly. I believe it is necessary to understand the basics of financial planning before beginning the journey to financial wellbeing. My fluency in English, Mandarin and Cantonese helps share this knowledge to a wider audience.