Yee-Wah Hooi-Duran

I have been a client of Yee-Wah for 12 years. From our very first meeting Yee-Wah inspired confidence and trust providing me a pathway to retirement. I have since recommended her services to family and friends and now my partner and closest friends are also clients. Yee-Wah understands my investment preferences and is intuitive to my investment needs. She has steered me and my partner through major global financial crises including the turmoil that the world faces in 2026. She provides clear advice, is always respectful of our decisions and is very personable.

Have been a client of Yee-Wah over 10 years and appreciate her thoroughness and knowledge of the industry.

She is quick to reply to my correspondence and to ensure I understand all options available. She has been integral in assisting me manage my finances in my current situations and looking to my future needs.

My meetings with Yee Wah are very well explained. She has the presence to make you feel relaxed and confident in her work ethic. Thanks to her quick actions I am now very happy to be in Australian Super at the age of 75 years.

My husband and I have been clients of Yee-Wah's for over 5 years now and we have always felt that she has listened to what we need/want and has provided valuable suggestions to help us to meet those goals. She is always willing to help, has routinely responded in a very timely manner to any questions or needs we may have.

She is very thorough in the way that she advises and, if possible, always gives alternatives that may assist with your decision making, especially when investing our superannuation. Yee-Wah is never pushy, she presents the facts and her recommendations, then leaves us to make the final decision and is respectful of that decision too.

I would have no hesitation whatsoever in recommending her to any future client.