About Me

Improving you financial wellbeing and quality of life by uncomplicating the complex- and take great pride in doing it.

Eric draws on deep prior experience as a Finance Broker and holds a Master of Financial Planning degree, Eric understands both sides of your ‘Balance Sheet’ and adopts a long-term holistic approach to build a strong financial position for his clients.

Proudly Chinese speaking, he understands your culture and knows how to improve your financial well-being.

If you are looking for an adviser who can clean up the clutter, optimise your overall financial position, and deliver rigorous, objective strategy without the jargons, Eric provides the steady guidance you need to move forward with confidence.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Advice fees
    Advice Fees From $4,400