Michelle Ho

I believe great financial advice begins when you feel understood and heard, and supported to make confident decisions when it matters most.

I work with clients who have complex financial structures as well as families building and protecting their wealth. I provide clear, practical advice across superannuation, retirement planning, investments, family protection, estate and succession planning, Centrelink considerations, and aged care-related decisions.

My approach is calm and thoughtful. I take the time to explain options in plain language, so you can feel confident about the decisions you’re making and understand why they matter. I hold a Master of Commerce in Banking and Finance and a Graduate Diploma of Financial Planning.

Fluent in both English and Vietnamese, I value long-term relationships built on trust, clarity, and open communication.