John Huo

Background

About John Huo

I am dedicated to helping my clients achieve their financial goals. This is done by first gaining an in depth understanding of their current financial situation and their objectives or concerns. My advice will recommend the strategies required to get the client from their current position to where they want to be. Significant time is spent determining and quantifying what they want to achieve. This done by gaining an in depth understanding of their situation, their objectives and their concerns. This advice is best delivered on an ongoing basis in order to regularly review the client's assets and income in the light of changing legislation, investment markets and their own personal circumstances. The advice can often result in significant tax savings to the client. My advice also covers - where appropriate - protecting their wealth in case of accident or illness. Best financial planning results are achieved through face to face discussions, access to expert tax and Superannuation guidance, high quality investment research, and personalised financial modelling.