About Wendy Wei
Principal Financial Planner, Mortgage Consultant, Justice of Peace
Wendy has been working in Financial Services for more than ten years. She has worked for various major banks including CBA, Citi and AMP before becoming an accredited financial planner. Wendy is an entrepreneur and started her own business 5 years ago and has a great synergy and ability to understand the complex needs and situationsof business owners, high net worth individuals and clients from a diverse range of cultural backgrounds.
Wendy firmly believes financial freedom is all about making smart choices with money and enriching our lives. Wendy is committed to working with all clients and growing together by contributing my unique values. She seeks to understand clients’ values, goals and lifestyle needs. We are here to add value to their current strategy, to enrich their lives and to simplify the decisions around their finances. By doing this the clients can focus on driving more success and happiness into their lives and to teach them how to be better investors. We see ourself as their personal trainers in the financial field.
Our personalised approach and tailor-made strategies serve clients’ needs well to assist them to achieve their goals with complete confidence. Our areas of expertise include Investment Strategies to build wealth, Super Strategies to control your tax, Retirement Planning to transition wealth held personally into Super, Self-Managed Super Funds for investment control and Mortgage Structuring to save money and maximise tax refunds.
Qualifications
• Diploma of finance and mortgage broking
• Master’s degree in professional accounting
• Advanced Diploma of Financial Services by Kaplan
• Self-Managed Super Fund Specialist Advisor
• Justice of Peace, NSW, Australia
Associations
• MFAA - Approved Broker
• Tax Practitioners Board – Tax (financial) adviser