Connect with Wai-Yee



If you like what you see, why not connect with Wai Yee for a free consultation. It would be extremely helpful if you take both the Risk Capacity and / or Investment Personality tests first. And answer a few simple questions below.




Full Name:







* Required fields




My Life Situation currently
is most like:

My Investment Capacity in
the near future:

My Financial Goal in 5 years
is to:


Under 150k

> Inflation

Double Income Family with Kids

~ 250K

At least 10%

Successful Business Owner

Up to 1M

High Income, Busy Professional

> 30%