Financial Planning That Actually Works
We help people in Taiwan build real wealth through practical planning strategies that fit their lives, not complicated theories that sound good on paper.
Planning Built Around Real Life
Most financial advice treats everyone the same. But your situation is unique. Maybe you're supporting aging parents while saving for your own retirement. Or dealing with irregular income from freelance work.
We start with where you actually are right now, not where some textbook says you should be. Then we build a plan that works with your real income, your actual expenses, and your honest goals.
- Retirement planning that accounts for Taiwan's changing pension landscape
- Investment strategies for both local and international markets
- Tax-efficient approaches for different income types
- Insurance review and protection planning
How We Work Together
Current Situation Review
We look at everything you have now - savings, investments, debts, insurance. No judgment, just getting clear on your starting point.
Goal Setting & Priority Planning
What matters most to you? Early retirement, kids' education, buying property? We help you prioritize and set realistic timelines.
Strategy Implementation
Step-by-step action plan with specific recommendations. We help you set up accounts, adjust investments, and track progress regularly.
Real Results From Real People
"I was completely lost with investing. They explained everything in plain terms and helped me set up a portfolio that actually makes sense for someone my age. Three years later, I finally feel confident about my financial future."
"The retirement planning session was eye-opening. I thought I was on track, but we found several gaps in my strategy. Now I have a clear plan and I'm actually excited about retirement instead of worried about it."
Taiwan Market Expertise
Living and working in Taiwan comes with unique financial considerations. Currency exchange impacts, local tax regulations, and pension system changes all affect your planning strategy.
We understand both the opportunities and challenges of building wealth here. Whether you're a local professional, expat worker, or planning to retire in Taiwan, we know the landscape.
Schedule Your Consultation
Years helping Taiwan residents build wealth