Connect with Wai-Yee

 

 

If you like what you see, why not connect with Wai Yee for a free consultation. It would be extremely helpful if you take both the Risk Capacity and / or Investment Personality tests first. And answer a few simple questions below.

 

 

 

Full Name:

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* Required fields

 

 

 

My Life Situation currently
is most like:

My Investment Capacity in
the near future:

My Financial Goal in 5 years
is to:
           

Under 150k

> Inflation

Double Income Family with Kids

~ 250K

At least 10%

Successful Business Owner

Up to 1M

High Income, Busy Professional

> 30%