A personalized financial roadmap that empowers you to kick financial stress to the curb, build real wealth for a future your family deserves, and live life on your terms.
This is for savvy professionals aged 35-50 who earn over $120,000 a year, prioritize genuine advice, and are ready to take control of their financial destiny without the headaches, and you find yourself saying, “I wish I could stop worrying about my finances and enjoy life while securing my family's future” - this is for you.
Wearing all the hats
You want to give our kids the best, like private schooling and new experiences, but it’s tough to balance that with buying a house (or repaying your mortgage) and making sure you have enough for the future. It feels like there’s always a trade-off, and you worry that you might not be making the right decisions.
Lack of time
It’s important to you to have time with your kids as they grow up, but with the demands of work and financial commitments, it feels hard to step back. You would like to work fewer hours, but you're afraid that it might slow down your wealth-building progress. You would love to create another (or possible more) income streams to give you more choice and flexibility.
Risk and Uncertainty
You need help finding the right balance between risk and reward in your investments. You don’t want to take unnecessary risks, especially because you have a young family to provide for, but you still want your money to grow effectively so that can secure your financial future.
I migrated to Australia with my parents from China, when I was only 2.5 years old. My parents spoke very little English and because migrating to a whole different country was scary for them, they surrounded themselves with people they considered “safe" (i.e. similar to them!)
Problem is, whilst they were doing their best with finances, they weren’t very well educated or financially savvy. So growing up I was very limited with financial education and wealth was not even in my vocabulary.
I did the stereotypical asian thing.I made a pact to take care of my parents. I studied hard. I went to selective school. Got into university. Did pretty well and got a decent corporate job that paid me 6 figures a year.
And it was then that I realised… there were people the same age or slightly older than me that were doing REALLY well. I don’t mean just getting by. But doing exceptionally well!
I got obsessed with working out what they did differently, which is how I became a financial planner. I noticed that they weren’t doing the ‘sexy thing’ - jumping on new high risk investments. They weren’t doing what everyone in the news was talking about. They were keeping things simple and it was sexy.
So I started doing it myself. I started investing. Without taking on massive risks. Without looking for quick wins and overnight success. Without restriction because I love travelling and I love food (ain't nobody stopping me from that!)
And today, I run my own business. I look after my family of 5 and I send my kids to private school. I have enough built up in assets that if I were to fall off the perch tomorrow… I know that my three kids - 2 of which are under 3 - and my wife would be looked after ten fold.
I am on a mission to help 1,000 people get financially organised.
Let's face the facts: Being able to enjoy life today while knowing your financial future is locked down is the number #1 key to living freely and stress-free. In fact, financial security is THE answer to kicking anxiety to the curb and giving you the confidence to fully embrace the present while planning for an amazing future.
Nailing down down your financial future while juggling work and family can feel downright impossible!
You might be stuck with limited time and know-how when it comes to investment strategies.You might be experiencing the frustration of obsessively checking your investments and stressing over market fluctuations.And really wanting to feel secure in your finances and live fully in the moment but being unable to do that because of information overload and a lack of clarity.
And all this? Has probably got you feeling overwhelmed and anxious.And not achieving the financial peace and confidence like you want.Or even worse? Feeling like you’re just surviving rather than thriving with your finances.
And so I get it! Right now, managing your money feels anything but simple. It feels damn HARD!!
I get it, you’re not alone, and I have the solution....
I’ve been where you are. That’s why I created The Wealth Accelerator model, my signature 3-step framework that empowers you to protect, grow, and transfer your wealth with purpose and intention. It focuses on straightforward, proven strategies that give you back control of your money, allowing you to live well now while planning for a bright future.
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Here are the key elements that make The Wealth Accumulator a transformative solution for securing your financial future: