Profile
Financial well-being is essential 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' interests first, integrity, and professionalism. 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 my high level of qualification, experience, and ethics. I'm fluent in English, Mandarin, and Cantonese.
In my spare time, I volunteer in the service as a Justice of the Peace, Friends of Wairaki Stream, St Andrew's Church, and Auckland Baptist Tramping Club. I believe "it's more blessed to give than to receive".