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Get Your Own

Tailored Wealth Consultation

Life is all about choices. Make the smart choice, the well-informed choice, the choice that prepares you mentally for success. Choose to elevate your wealth to the next level.

Our wealth consultation is precisely designed to help you achieve this.

We Are Here to Help You

1. Answer Your Questions

Anything you have in your mind about managing your personal finance, we are here to give you an answer.

2. Financial Health Check

Understand your financial situation with our thorough assessment of your income expenses, and investments, highlighting areas for improvement.

3. Set Your Wealth Milestones

Define your financial goals and create a clear roadmap to achieve them, from buying a home to planning for retirement.

4. Optimise Your Tax

Reduce your tax liability with our tailored strategies, ensuring you benefit from all available deductions and credits.

5. Wealth Creation Strategies

Grow your wealth with smart investment strategies and portfolio diversification, guided by our expert advice.

6. SMSF Strategy Discussion

Discuss and develop effective strategies of using SMSF for your retirement goals.

Specialist Team for Your Meeting

XIN is a trusted financial services provider offering tailored mortgage, wealth, and custom loan solutions to customers seeking financial freedom.

Senior Financial
Adviser

Over a decade of experience

Understands your needs

Elevates your wealth

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Lending
Specialist

Secures optimal loan options

Simplifies lending processes

Optimizes borrowing strategy

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Accountant
(Optional)

Tax planning and compliance

Accurate financial records

Strategic financial advice

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Our Team

Our Licensed Advisers are dedicated to help you achieve the best possible outcome of your financial success.

Frank Lin

Senior Financial Planner

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Simson Jingga

Senior Financial Planner

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Jacob Zhang

Financial Planner

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Take Your Wealth Consultation to the Next Step

1

Understand Your Financial World

Our fintouch technology allows us to capture your financial position easily. lt takes approximately 30 minutes to gather your information and conduct a pre-meeting assessment. Once you book the meeting, our team member will contact you to start this step.
2

60 Mins Consultation

During this 60-minute session, we will have an in-depth discussion about your financial goals and challenges. Our experts will provide tailored strategies and outline immediate actionable steps to enhance your financial situation.
3

Meeting Report

After the consultation, you will receive a detailed meeting report. This report includes a summary of key points discussed, your own goals and milestones, and a clear action plan.
4

Choose Our Wealth Services for the Action Plan

Following the meeting, we will set specific milestones to achieve your financial goals. When you decide to proceed, our comprehensive wealth services will support you in executing each part of your action plan. Our team is dedicated to helping you realise every milestone ensuring your financial success

Book Your Consultation

Standard (Recommended)

$ 660.00

Per Consultation Fee

  • GST included
  • 60 minutes consultation
  • Meeting strategy report

What People Are Saying About Us

Shuai Yuan

Frank Lin is an exceptionally seasoned financial planner who has not only offered us highly constructive financial guidance but also meticulously crafted a comprehensive financial plan tailored to our needs, along with invaluable insights into future investment strategies. We wholeheartedly endorse Frank's expertise and services.

Lyn Zhang

They assisted me with Mortgage re-financing and SMSF. I am pretty happy with the outcome achieved. Will continue Estate Planning and Insurance as we are pleased with Frank's detailed tailored to us advice.

Jiamei Du

I had a consultation with Frank on topics of tax, investment, exchange currency etc. I felt the information learnt was of great help personally. They have a global view on the market, and gave genuine suggestions. I would recommend XIN wealth service to people of need.

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