Li (Amy) Hua
Partner - Financial Planner & Mortgage Consultant
Accredited Member – Finance Brokers Association of Australia Limited (FBAA)
Amy has been working in the financial services industry since early 2014.
Amy specialises in helping young professionals to establish themselves and secure their financial future.
Amy assists clients in sourcing and structuring the appropriate home loan and investments loans to save interest costs and optimise tax effectiveness.
Amy assists to develop an investment strategy to build wealth as well as putting a wealth protection plan to protect clients financially if they are unable to work.
Advice I specialise in
- Home loans & investment loans
- Wealth protection (Life insurance, Income protection, Total and permanent disablement, and critical illness/trauma insurance)
- Investment planning
- Financial planning
- Banking solutions
General advice I provide
- Small business advice
- Estate planning