About US

Integrity. Experience. Excellence.

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Our vision

A sustainable holistic wealth management solution tailor made for you.

A hectic lifestyle may mean you have little time to focus on your financial affairs.  Alternatively, impending retirement may have prompted you to plan ahead. Whatever the reason, it is never too early to look after your financial health. Hence our services are aimed at ensuring that your financial plan remains robust across different market cycles and compliant in an ever-changing legislative and tax environment. We want to help you define and achieve your milestones and keep your strategy on track. As an example, part of our service involves liaising and coordinating with your accountant and/or lawyer as required to handle your financial affairs efficiently and we will always keep you up to date on progress.

Advisor Profile

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Nicholas Wong

Nicholas is a Chartered Accountant with over 25 years’ experience working in a diverse range of disciplines, including tax planning and advisory, financial planning, business services, investment structuring and risk management. He has an in depth understanding of investments, wealth management and related tax consequences gained from his tenure in financial planning, funds management operations and tax consulting at a “Big Four” accounting firm. Being a busy professional himself, Nicholas has always had the vision of helping other time poor professionals and business owners to achieve their financial and lifestyle goals, using a combination of his technical knowledge, research techniques, advisory experience as well as client and project management skills gained from working in professional practices and large corporates.

Academic QualificationS

  • Bachelor of Economics (Sydney University)

  • Master of Applied Finance and Investments (FINSIA)

  • Master of Taxation (Sydney University Faculty of Law)

  • Master of Financial Planning (Kaplan Professional)

Professional QualificationS

  • Member of Chartered Accountants Australia and New Zealand

  • Fellow of the Financial Services Institute of Australasia (FINSIA)

  • Qualified Tax Relevant Provider as registered by Australian Securities

    and Investments Commission (ASIC)

Honours and Awards

National Subject Award

Economic and Legal Context for Financial Planning

Kaplan Professional

The KPMG Tax Prize (NSW)

Securities Industry Taxation

FINSIA

The Infocus Excellence in Professional Standards Award 2024

Winner

Infocus Group

The Taxation Institute of Australia National Prize

Securities Industry Taxation

FINSIA

Chartered Accountants Australia and New Zealand

Certificate of Merit - Taxation