Venus Wong

We had the pleasure of working with Venus, our financial adviser, and Miko, her assistant, during an emotionally challenging period as we settled a deceased estate. Despite our limited financial literacy, Venus patiently guided us through the process with care and expertise. Venus and Miko were always well prepared during our meetings, and extremely thorough at exploring and explaining the best options for our needs. Venus's ability to explain financial matters with clarity and enthusiasm was, and continues to be, much appreciated. Venus and Miko's guidance and support during this difficult time was invaluable and we highly recommend their services to anyone in need of sound, personalised financial advice.

Venus is friendly and engaging. The preparation that she and her assistant Miko had done for my appointment was meticulous and impressive. I am very comfortable and confident in Venus's knowledge of the industry and her ongoing care of my financial future.

Good communication and excellent knowledge and experience.

Exactly what I was expecting: Venus has done all the background work; she presented me with very clear options; and she has discussed those options with me in a highly professional manner. In my opinion, we have reached the best possible resolution for me. In addition, I wish I had Venus' and her assistant Miko's communication skills. Regards, Natalia.