XIN Wealth - North Sydney (NSW)

5 /5 Erin Qiang: Our family really appreciates the services provided by XIN Wealth. Initially Frank gave us advice about the investment strategy which includes the education investment and superannuation investment plan. His professional knowledge is solid and well-trusted. Frank also helped us build up our family insurance portfolio. After that, Jacob follows up every year for any updates and amendments if required. Jocab is also very professional and patient. He listens to our needs and work hard to have a good solution accordingly. Now It has been three years working with them. Looking forward to the next three years. Thanks for your help again.

5 /5 qinglu chen: I had a complicated health situation, but Jacob from XIN Wealth was incredible patient, knowledgeable, and supportive throughout the process. He took the time to understand my needs, my family needs and worked hard to find the best and suitable insurance package for me and my husband. I am very grateful for their professionalism and dedication. Highly recommend!

5 /5 Kristy Zheng: I had a fantastic experience working with this team of professional financial planners. They are highly knowledgeable and helped me learn so much about financial planning while providing advice tailored to my situation. The team works closely together, and their collaboration made the whole process smooth and efficient. Their insurance recommendations were professional and well-suited to my needs, and they were able to arrange the policies in a very short time. I truly appreciate their expertise and personalised approach – highly recommend!

5 /5 Y Wayne: I highly recommend XIN Wealth for their outstanding financial expertise. The team provided insightful, customized advice tailored to my specific needs. Their professionalism, attention to detail, and clear communication made complex strategies easy to understand and implement. Im confident in their ability to help clients achieve long term financial success.

5 /5 Yang Li: I had an incredible experience working with Jason Fang as my home loan broker! From the very beginning, he was professional, knowledgeable, and dedicated to finding the best loan option for me. He made the entire process smooth and stress-free, explaining everything clearly and always being available to answer my questions. Thanks to Jason, I secured a great loan with excellent terms. If you’re looking for a reliable and trustworthy mortgage broker, I highly recommend Jason!