Nhan le
FINANCIAL PLANNER
I am a dedicated financial planner with a career that began in 2017, committed to helping clients achieve their financial goals and secure their future. With two Master’s degrees in Accounting and International Finance, a Bachelor’s degree in Commerce, and a Diploma of Financial Planning, I bring a strong academic foundation and practical expertise to every client engagement.
Fluent in both English and Vietnamese, I pride myself on building clear, trusting relationships with clients from diverse backgrounds. My approach focuses on understanding your unique situation and creating tailored strategies to protect and grow your wealth.
I specialise in:
- Protecting your income, lifestyle, and family with the right insurance solutions
- Building long-term wealth through strategic planning and investment advice
- Saving for a first home and navigating property ownership goals
- Maximising your superannuation for tax-effective retirement growth
- Planning for retirement with confidence and security
- Managing an inheritance to preserve and enhance family wealth
- Providing peace of mind for the future with clear, actionable strategies
My mission is to help you feel confident and in control of your financial journey, no matter what stage of life you are in.
