Our clients

We work with a carefully chosen group of clients where we can make a meaningful difference. Our clients mean the world to us, and we believe that true success comes from finding the right fit between your financial needs and our team’s expertise. 

But don’t just take our word for it—hear from our clients about their experiences working with us.

Dedicated to Long-Term Relationships

"What sets Li apart is his dedication to building long-term relationships with clients. It’s clear that Li is committed to not just managing wealth but also to ensuring that his clients feel confident and secure in their financial futures. I highly recommend Li Yu to anyone looking for a trustworthy and knowledgeable financial advisor. His exceptional service and commitment to excellence make them an invaluable partner in achieving financial success."

- S. J. Draper

Personalized Investment Guidance

"Li Yu provides me the detailed information required to assess different investment options to create a portfolio that meets my needs and withstand the normal market fluctuations. As a result, through my retirement, my investments have grown, while providing me the funds to support my lifestyle. His office team are also very knowledgeable and efficient, making all dealings very easy."

- S. Gorman

Sound Advice for a Carefree Retirement

"I am so grateful to now be in a financial position that allows me to enjoy adventurous vacations while I am still fit and able to fully participate, without worrying about the cost. My late, very dear friend, Rob Hesp, and you, Li, have handled my investments with sound and sage advice, allowing me to do this without financially stressing my life plans for the distribution of wealth and inheritance. Retirement can be great fun, and this is a great way to enjoy my golden years, as they say. Best regards to you Li, and all of your wonderful assistants. "

- G. Smith

 

Ready for a second opinion on your financial future?

Take the first step by scheduling an Exploratory Call today. Let us assess your current situation, provide valuable insights, and help you determine if we’re the right partner to guide you towards achieving your financial goals. Whether you’re on track or need adjustments, our comprehensive review will give you the clarity and confidence to move forward. 

01

Exploratory Call

02

Discovery Meeting

03

Initial Findings Meeting

Book your second-opinion service today!