Ten Talents Wealth Management is a personally owned boutique financial advice practice. We are passionate about helping everyday Australians achieve their financial goals.
We offer holistic and fee-for-service financial planning advices to individuals, families and small business owners.
We also love to give back to the community we operate in. Check out our website to explore our community partnership program and discover how you can support causes that matter.
Expertise
My fees
1.5 hour Value Proposition Consultation at $330 incl GST
Virtual or in person obligation free consultation with the financial adviser including:
1) Articulation on any short and long term goals toward your life aspirations.
2) A full snapshot of your current net worth, cashflow and tax positions.
3) Discussions on specific financial concerns you have.
4) Applicable facts, financial tools and resources.
5) General advice on your financial options.
6) Quick financial exercise and health check.
7) Free referral to other professionals (e.g. accountants, mortgage broker, legal etc)
At a glance
-
Adviser status
Silver
- First year providing advice 2018
- Years of experience 8
-
Highest qualification
- Master of Accounting
-
Languages spoken
- English
- Mandarin
Ten Talents Wealth Management
Level 3, Suite 404, 175 Maroondah HwyRingwood, VIC 3134
Opening hours
- 9:00am – 5:00pm Tuesday – Friday
- 9:00am – 1:00pm Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892