Hi, I’m Olivia, a financial adviser specializing in Wealth Enhancement and Estate & Legacy Planning.
Families work hard to build their wealth, but often lack a clear plan to grow it efficiently and pass it on securely. I believe every family deserves a professional roadmap for both.
Because legacy planning is so crucial yet rarely discussed, my partner and I co-founded YourLegacyBuddy. Across our social media channels, we share practical, accessible knowledge strictly focused on estate and legacy planning to ensure families are prepared before they need to be.
As your adviser, I bring both sides together. Whether you want to accelerate your wealth growth to achieve financial freedom (FIRE), or ensure your hard-earned assets are properly structured for the people you love, I’m here to help.
If you’d like to have a relaxed, no-pressure conversation about where to start, I’d love to hear from you.
Click here to contact me =)
你好，我是 Olivia，一位專注於財富增值與遺產及傳承規劃的理財顧問。
許多家庭辛勤大半輩子累積財富，卻往往缺乏清晰的計畫來高效增長財富並安全地傳承下去。我相信每個家庭都值得擁有一份兼顧這兩者的專屬財務藍圖。
因為傳承規劃至關重要卻鮮少被討論，我與合夥人共同創立了 YourLegacyBuddy。我們在各大社交平台上，專門分享實用的遺產與傳承規劃知識，確保更多家庭能在需要之前就做好準備。
身為你的理財顧問，我能為你將這兩者完美結合。無論你是想加速財富增長以實現財務自由（FIRE），還是希望為摯愛的家人妥善規劃與傳承資產，我都在這裡為你提供協助。
歡迎隨時與我聯繫，讓我們輕鬆、無壓力地聊聊該從哪裡開始。
