About Me

I’m not your typical financial planner.

I came to Australia from China at 16, studied Computer Engineering, and started my career in technology consulting before diving into financial planning.

Growing up, I believed in simple living and diligent saving. But over time, I've learned it's about balance, cherishing today while planning for a prosperous future.

I’m passionate about helping professionals with migrant backgrounds find that balance. REAL financial planning is not just about charts and numbers. It’s about understanding your dreams, your story, and giving you a clear path forward.

Why not begin by sharing your story over a chat?