Our Team

Our team consist of a group of industry leaders who are passionate about the long term wealth creation journey with our clients. Our culture is built on family values, delivering outcomes and having a bit of fun along the way in the ever changing environment we operate under.

We are not trying to be the biggest as this becomes impersonal and our clients just become a number, we want to our clients to be treated as individuals with their own style and personality to match.

So regardless of what stage you are at in your financial journey, it’s never too early or too late. We are here to support you every step of the way working in a long partnership with you in years to come.

chion-new

Chion Tang

Managing Partner

chi-chi

Chi Chiu Tang

Principal Financial Planner

marianne-ly

Marianne Ly

Client Service Manager

stephen

Stephen Peresipkin

Accountant

gayle

Gayle Polorotoff

Administration

simon

Simon Nechepurenkov

Partner

olivia

Olivia Tang

Office Manager

sabrina

Sabrina Wang

Client Services

lyn

Lyn Ly

Personal Assistant