Our vision is to provide a total wealth management solution for busy professionals and business owners. We recognise that professionals and business owners lead a hectic lifestyle and often lack time to manage their own financial affairs. Hence our services are aimed at ensuring that their financial plan remains robust and relevant to the ever changing legislative and tax environment, their milestones are achieved, and their goals are on track. Part of our service involves liaising and co-ordinating with the client’s accountant and lawyer in relation to their financial affairs and keeping the client updated on progress. Our goal is to make it easier for our clients to get their financial affairs in order and not to put it off for another day.
Advisor Profile
PRINCIPAL
Nicholas Wong
Nicholas is a Chartered Accountant with over 25 years’ experience working in a diverse range of disciplines, including tax planning and advisory, financial planning, business services, investment structuring and risk management. He has an in depth understanding of investments, wealth management and related tax consequences gained from his tenure in financial planning, funds management operations and tax consulting at a “Big Four” accounting firm. Being a busy professional himself, Nicholas has always had the vision of helping other time poor professionals and business owners to achieve their financial and lifestyle goals, using a combination of his technical knowledge, research techniques, advisory experience as well as client and project management skills gained from working in professional practices and large corporates.
Academic Qualification
Bachelor of Economics (Sydney University)
Master of Applied Finance and Investments (FINSIA)
Master of Taxation (Sydney University Faculty of Law)
Master of Financial Planning (Kaplan Professional)
Professional Qualification
Member of Chartered Accountants Australia and New Zealand
Fellow of the Financial Services Institute of Australasia (FINSIA)
Qualified Tax Relevant Provider as registered by Australian Securities and Investments Commission (ASIC)
Honours and Awards
National Subject Award - Economic and Legal Context for Financial Planning (Kaplan Professional)
The Taxation Institute of Australia National Prize - Securities Industry Taxation (FINSIA)
The KPMG Tax Prize (NSW) - Securities Industry Taxation (FINSIA)
Certificate of Merit - Taxation (Chartered Accountants Australia and New Zealand)