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About Us
What we do; How we help; When we deliver
We are an innovative finance company to assist you to find the most suitable wealth options to suit your personal and business circumstances.
We are the finance specialist and financial planner from the solid banking background in the local and international banking industry such as HSBC, Commonwealth bank, Westpac and ANZ Bank.
We are the investment strategist assisting local and foreign investors to find the suitable investment vehicle not just properties but also new or trading businesses.
We are the licensed accountant specialising in manufacturing, transportation and property development industry.
Whether you are looking for the right professionals to assist or if you are finding it difficult to get it right by yourself, give us a call or complete our enquiry form in this website.
We are confident that you are in good hands to provide you comprehensive plan and strategy.
We are the finance specialist and financial planner from the solid banking background in the local and international banking industry such as HSBC, Commonwealth bank, Westpac and ANZ Bank.
We are the investment strategist assisting local and foreign investors to find the suitable investment vehicle not just properties but also new or trading businesses.
We are the licensed accountant specialising in manufacturing, transportation and property development industry.
Whether you are looking for the right professionals to assist or if you are finding it difficult to get it right by yourself, give us a call or complete our enquiry form in this website.
We are confident that you are in good hands to provide you comprehensive plan and strategy.
Are You Ready For The Next Wealth Challenge?
Jonathan Liu
Director
Jonathan has worked in the finance industry for over 15 years. He has strong knowledge experience into lending and investment industry.
Jonathan enjoys in building long term relationships with the clients and related industry bodies to ensure our customers having comprehensive wealth strategies in place.
Jonathan is a member in multi Business Chambers including NSW Business Chamber and MFAA (Mortgage and Finance Association of Australia). He graduated and majored in Finance and Economics.
Jonathan enjoys in building long term relationships with the clients and related industry bodies to ensure our customers having comprehensive wealth strategies in place.
Jonathan is a member in multi Business Chambers including NSW Business Chamber and MFAA (Mortgage and Finance Association of Australia). He graduated and majored in Finance and Economics.
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Austin Tuon
Partner - Architecture
Austin is an architect and has over 15 years of professional experience in architectural design. He has headed numerous projects from inception to completion. His recent projects range from boutique residential apartment developments of 20 units to large 132-unit serviced apartment complex, 136-unit hotel/residential mixed use development and 20,000sqm large warehouse distribution centres.
Austin has maintained strong client-architect relationships over the years through his dedication to project delivery and quality of service. He aims to form synergies with future clients in many years to come.
Perry Lee
Partner – Immigration & Family Law Service
Perry is admitted as a Lawyer to practice in both the High Court of Australia and the Supreme Court of NSW and is a Registered Migration Agent.
He has many years’ experience in assisting with all types of visa and migration-related matters – including high net worth individuals in advising them with the correct choice of visa to come to Australia.
Perry is a former Cytogeneticist having worked for the NSW Public Hospital laboratory. He graduated with a Bachelor of Medical Laboratory Science from Otago University in New Zealand, Master in Health Service Management from the Monash University and a Juris Doctor degree from the University of New South Wales.
With over 15 years of combined experience in both the law and the healthcare industry, Perry is able to understand our clients’ needs from different aspects and provide practical solutions.
William Kuo
Partner – Property Investment
William is working in real estate industry for the last 10 years, has proven history of building wealth creation strategy for his clients through property investment.
William is a Licenced Real Estate Agent. Skilled in Negotiation, Projects marketing in new home sales. An experienced sales professional with a Master of Business Administration (MBA) focused in Business/Managerial Economics from University of Newcastle.
William is a Licenced Real Estate Agent. Skilled in Negotiation, Projects marketing in new home sales. An experienced sales professional with a Master of Business Administration (MBA) focused in Business/Managerial Economics from University of Newcastle.