At the core of our values is the establishment of enduring relationships with clients, ensuring their improved financial standing in the future.

Miranda Leung CFP®
Director and Principal Adviser

Miranda joined the financial services industry in 1998 and holds the Certified Financial Planner® designation. She is also an associate member of SMSF Association and a Tax (Financial) Adviser.

She considers herself fortunate to have had the opportunity to work in the USA, Hong Kong and Australia. She has been in a variety of roles and at different levels of responsibility, including managing teams of financial planners, and being an executive in a leadership team.  

Her diverse and extensive experience allows her to understand and articulate clients’ financial and lifestyle challenges with great clarity. She is an excellent listener and has the ability to explain often technical concepts and complex strategies in an easy to absorb language.

She prides herself on building long-term relationships with clients making sure they are in a better financial position tomorrow.

In addition to English, Miranda is fluent in Cantonese and Mandarin.