Jason Kwong
About Me
I am a professional retirement planning specialist. I pride myself on providing quality personal strategic advice and a high level of service. When I work with you, I put myself in your shoes, I try to feel what you feel and consequently I produce a solution tailored for you. I founded Your Life Now Financial Services in 2011 after working for 18 years in retirement planning, investment management and a range of other corporate management roles. I have an under graduate degree from Sydney University, an MBA with finance majors from Macquarie University and an Advanced Diploma in Financial Planning. The best part of my job is interacting with my clients and making a real difference in their lives.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years
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Licensed By Alliance Wealth Pty Ltd