Expert Financial Planning Services for a Sound and Stable Future
The Holistic Route to Long-Term Wealth Creation & Financial Stability
We offer professional services that help individuals, families, and businesses manage their finances effectively. These involve the analysis of your financial situation, including income, expenses, assets, and liabilities.
We also assist our clients in developing a budget, creating a retirement plan, crafting a fool-proof investment portfolio, tax planning, as well as insurance planning and debt management.
Developing Investment Portfolio to Attain Realistic Investment Returns
Our expert investment portfolio advisors will help individuals and institutions create and manage a diversified investment portfolio that aligns with their financial goals and risk tolerance capacity.
Here are a few of the many things Sierra Wealth investment specialists can do for you:
✔ Investment strategy development: We can help you develop an investment strategy that matches your goals. This may involve assessing your financial situation, identifying your investment objectives, and developing a plan to achieve those objectives.
✔ Asset allocation: This involves determining the mix of asset types, such as stocks, bonds, and alternative investments, to include in your portfolio based on your risk tolerance and investment objectives.
✔ Investment selection: You will be presented with specific investment options to include in your portfolio based on your expectations.
✔Portfolio monitoring and management: Once the portfolio has been developed, our investment professional will monitor it continuously, making adjustments to ensure it remains aligned with your unique financial goals.
Mapping Out Goals for a Stable & Secure Post-Retirement Financial Future
Our retirement planning services are designed to help individuals and couples plan for their post-retirement years. These services typically involve creating a personalized retirement plan that takes into account an individual's current financial situation, future objectives, and risk tolerance.
Helping You Get the Most of Your Employer Share Schemes
We understand that dealing with employee share schemes can be a bit confusing and overwhelming. But fear not because we've got your back! We can help you make sense of it all and make important decisions about your entitlements. So sit back, relax, and let us guide you through this process!
Practical Insurance Advice
Not sure which type of insurance is right for you? Why not consult a licensed insurance agent or professional before making any decisions?
Our insurance advisors will help you determine exactly what kind of coverage you need, pick out the perfect policies, and keep them up-to-date along the way. Remember, we'll be with you every step of your journey to make sure you easily reach your financial goals.
Are you ready to level up your financial game? Let us help you climb that ladder with our expert financial services.
Say goodbye to financial stress and hello to security. Contact us now!
John Kuo
Principal
John has close to 20 years of experience in assisting clients growing and secure their wealth. John has been a financial planner since 2013, having experience in boutique financial planning practices and large corporates. Prior to financial planning, John spent over 8 years in stockbroking and corporate finance. His prior experience is evident in his ability to succinctly articulate the finer details of financial planning and portfolio construction and the relevance to his clients.
Qualifications
Certified Financial Planner®
Diploma of Financial planning
Bachelor of Business (Honours – Banking and Finance)
Memberships
Financial Planning Association of Australia
Tax Practitioners Board