MenuLei Mark Zhang CFP®
About Me
For various life decisions or wealth related matters which could life-long impact to you and your family, we will deliver value-for-money and holistic action plan to you. And it can easily start with a free initial meeting and a clearly explained fixed-price quotation. In return, you can receive not only financial advice customised for your needs but also our support to deliver your desired outcome across life stages.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 7 Years -
Licensed By Lifespan Financial Planning Pty Ltd
