MenuYi Ping Wang CFP®
About Me
Experienced Certified Financial Planner with almost 10 years of experience in servicing and advising clients. I am passionate about financial planning, always looking for ways to help people to make smart choices with their money whether saving for their home, reducing their debts, protect their loved ones or building wealth for their retirement. I help clients to create, protect and transfer their wealth while achieving their financial well-being.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 8 Years -
Licensed By Lifespan Financial Planning Pty Ltd
