BOA Private Wealth - Milsons Point (NSW)

5 /5 Julie Tan: Michelle Li has been really great and patient assisting us with our financial planning and getting the right insurance coverage for us. She was very detailed and explained everything to us as we have no prior experience with financial planning. She also provided great advice when we have doubts and issue with insurance underwriter. It was definitely worth the cost going through the process to ensure that we plan well for our retirement. We even asked her to provide insurance advice and coverage for our son who recently finished school.

5 /5 Jia F: Michelle is a knowledgeable professional, passionate about helping her customers to maximize their wealth. She has deep knowledge across a broad range of financial products and is willing to understand her customers’ needs to customize the product structure suitable for them.

5 /5 JenJen Ye: Michelle is a knowledgeable and professional financial planner helping us sort out our insurance policies with no hassle. She also provided ongoing services and advice to our superannuation and family tax planning which makes our tax strategy more effective. I recommend her to many of my friends and she always maintains the same level of professionalism and clients satisfaction.

5 /5 babywen66: Michelle was a great help when I was looking at applying for personal insurance. Michelle explained all the financial terms in the way that I can easily understand and gave me a lot of clarity and confidence to make the decision. Would highly recommend.

5 /5 Mignonne Fonseca: Michelle Li is prompt, professional and knowledgeable, and takes the time to research and explain financial details, which are sometimes so complex. She is a pleasure to work with!