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Young Family

16732451_sHNW Planning Representatives can assist young families in this stage of life with a range of services, including:

Testimonials from this life stage

  • Delivering a good outcome for the client’s best interests

    Jenny is very professional as a financial planner and a mortgage broker. She always acts in the best interests of her clients – which means, for example, foregoing business if a loan poses too much risk to the client.

    I see her as my wealth creation partner whereby she shows genuine interest & puts in a lot of interest in understanding the needs and circumstances of her client prior to providing tailor-made solutions that aim at delivering a good outcome for the best interests of her clients.

    – Pui Liew, Audit Manager
    A testimonial for Jenny Oh
  • Plan for a future

    HNW Planning has helped me to grow my net worth with diverse investments outside of pharmacy, manage my tax affairs effectively, and plan for a future that doesn’t involve working 6 days a week!

    – Andrew Topp, Pharmacist
    A testimonial for Robert Cumming
  • Highly recommend Jenny Oh without any hesitation

    Jenny is an experienced financial planner and mortgage broker. She has helped us in securing both our owner-occupied as well as first investment properties. In particular, our first investment property is under NRAS, that she has succeeded in securing a loan for while another broker had failed three applications using the same information.

    Jenny has provided us an excellent complimentary review of our financial circumstances, strategy in asset protection, insurance as well as providing impartial advice on the available areas. There is no hidden cost as she is upfront with any advice or service cost if applied.

    She always works in the best interests of her clients and she has delivered quality services to us in a timely manner to meet our financial needs. We will go back to her again for any financial-related matter and highly recommend her without any hesitation.

    Dr JH Tho and family

    – Dr JH Tho, specialist physician
    A testimonial for Jenny Oh

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