What is financial planning?

Financial planning is a step by step process that will help you manage finances wisely so you can attain your personal goals while at the same time managing the risks and overcoming the barriers that may come up in every lifestage. 

Our team of qualified Certified Financial Planners (CFP) and Financial Counselors are ready to serve you.

We are committed to helping you :

  • Have a much clearer view of where you are today and the next steps to take.
  • Reduce the stress, anxiety and worry around money.
  • Ensure you are in control of your finances rather than the other way around.

What makes us different?

We listen and we wait for our turn to speak.

We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.

We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.

Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.

Practice Group Leader:

Bobby J. Ning
Managing Director


Samuel Raharjo, RHU                     Gary Tong, CFP                   
Business Counselor                         Financial Planner

Stanley Chow                                      Lewis Chan
Investment Specialist                      Financial Planner

Patrick Chee, CFP                            Stephen Tran
Financial Planner                               Associate

Winnie Wu                                            

Accounting & Legal Specialists:
Contact us for a confidential list of trusted tax and legal professionals.

Getting Started:.
Contact Bobby Ning to book a private and confidential consultation.

Bobby Ning, Managing Director
[email protected]