Eric Wong
Eric (also known as Liang Wei) has been in the financial services industry for over 10 years and is experienced in the provision of wealth management and financial advice. Eric is a Certified Financial Planner (CFP®), a member of the CPA and the Financial Planning Association of Australia, and is a SMSF Specialist Adviser.
Capitalising on his knowledge in wealth management and accounting, Eric creates a comprehensive strategic advice solution for clients. He goes beyond mere guidance, aiming to empower individuals with the essential tools and insights needed to make astute decisions about their wealth. Eric understands that true financial success lies not only in investment strategies but also in effective cash flow management, budgeting, debt management, and risk mitigation.
Eric provides advice in the following areas:
- Investments and Wealth Creation
- Budgeting
- Cash flow & Income Management
- Managing Debt
- Self-Managed Superannuation Funds (‘SMSF’)
- Personal Superannuation
- Personal Insurance
- Retirement Planning
- Estate Planning