Questions People Ask Before Getting in Touch

I work with senior professionals and entrepreneurs who are typically within ten years of retirement and want a clear, credible plan to get there. I also work with families who want to structure how their wealth and legacy will be passed on. My clients tend to value discretion, personalised attention, and straight answers.

The first call is complimentary and carries no obligation. We talk about where you are, what you're trying to achieve, and whether working together makes sense. It usually lasts around 30 to 45 minutes. There is no pitch and no pressure.

Yes. Some clients come to me as a second opinion, others because they feel their current adviser isn't engaging with their specific situation at the depth they need. I'm happy to complement existing arrangements or take on the full picture — whatever is most useful to you.

Complete discretion is a non-negotiable part of how I work. Many of my clients hold senior positions and prefer not to be identified publicly. I never share client information or use client names in any context without explicit permission.

That depends on the complexity of your situation, but most clients have a working plan within four to six weeks of our first meeting. Ongoing advisory relationships then continue on a regular review cycle.

I am a Certified Financial Planner (CFP®) and Certified Family Office Advisor for the Greater China market, with 12 years of experience in wealth consultancy. I specialise in retirement planning, wealth preservation, and legacy structuring for high-net-worth individuals and families. Full details are on the About page.