HNW Planning Representatives can assist young families in this stage of life with a range of services, including:
- Debt Management
- Finance (Lease and Hire Purchase)
- Financial Planning
- Personal Insurances
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 ManagerA 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, PharmacistA 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 physicianA testimonial for Jenny Oh