Background & Experience
Jocelyn is a Financial Adviser with a focus on helping her clients understand money and be good with money. She provides advice on financing money when needed it, and protecting her clients from losing money when unfortunate events happen. Jocelyn enjoys working closely with her clients. She is excellent in providing a customised financial solution based on her clients’ current situation and future goals, and giving step-by-step guidance.
Jocelyn is fluent in Mandarin and English. She was an accountant in an insurance company for more than 3 years. With a Master’s degree from Massey University majoring in Finance, Jocelyn could bring practical financial advice and solid academic knowledge to her clients.
A good financial decision can have a positive impact not only on people’s financial situation, but also in all aspects in life. However sometimes people are so busy that they forget to stop for 5 mins to ask themselves “What is important about money to you”. I take it as my responsibility to help my clients to define their goals and values. I believe it is the most rewarding job to keep my clients company on their lifelong financial journey, and come up with solutions that go above and beyond to achieve their goals.