Yihsing Koo

Intend Financial

23 Yrs Experience
Camberwell, VIC 3124

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.

My fees

I offer a free initial consultation for potential new clients. Get in touch

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Intend Financial

Suite 111, 793 Burke Ave
Camberwell, VIC 3124

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323