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.
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.
Oak Wealth Solutions Pty LtdSuite G.01, 313 Canterbury Rd
Canterbury, VIC 3126
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Consultum Financial Advisers Pty Ltd