2 Reviews

Yihsing Koo

Intend Financial

Silver

23 Yrs Experience

Camberwell, VIC 3124

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Enriching lives through optimising financial wellbeing and promoting a mindset of abundance.

Over the last two decades in the finance industry, I have had the privilege to work with individuals from all walks of life. This has shaped my appreciation for the difference that makes the difference in personal wealth and financial wellbeing. I have witnessed firsthand society’s aversion when it comes to all things finance, resulting in avoidance and worse, fear. The best strategies are pointless if all you do in life is scrimp, scrape and save. Sustainability is important and making sure you enjoy your wealth journey is key to getting there. My passion is to untangle the complex world of finance, simplify it, make it practical for everyday living and most importantly, relevant to each individual’s situation.

Fee arrangements are usually discussed at our initial meeting, depending on the complexity of advice sought.

5.00 May 2019

I always feel better after a meeting with Yihsing. I come out having a good understanding of where my finances are at and with a clear idea of what I should be doing to achieve my goals.

5.00 April 2019

Yihsing has an incredible depth and breadth of knowledge from working in the financial planning industry for many, many years. He is friendly, attentive, and has excellent systems to make sure that your financial plan will be implemented. But above all, and this is probably the most important, is that Yihsing is one of the honest and upright people that I know. In a world where many advisors are thinking only about themselves, Yihsing has proven to myself and also other clients who I've recommended to him, that he puts his clients first, being one of the first advisors in the industry to rebate any commissions from financial products, and operating with full transparency. I wouldn't trust my financial future with anyone else.