Case Studies

How to help young professionals reach their goals

Michael Chew, Co-Founder & Director of Orange Wealth

Michael's clients are typically young, professional families. They have higher-than-average incomes but their wealth often comes with big lifestyle goals and expenses.

Most know they need to change but not all are ready for it.

“They smile – there’s a moment when they twig. They say ‘I didn’t believe it but it seems like it’s working at the moment’ and the next month it gets better and the following month it gets even better.

To read the full case study click here.

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