ROADMAP TO WEALTH - For Professionals

Prudence Zhu, CPA/PFS

profile
ROADMAP TO WEALTH - For Professionals
profile
Package
10Products
2 x 1:1 Consultation
Webinar | 60mins per session
6 x Financial planning
Webinar | 60mins per session
2 x Doubt session
Webinar | 30mins per session

Are your finances truly serving your dream life and legacy? Dive deep into optimizing your financial strategies, ensuring every asset works in your favor for lasting prosperity.

  • In-depth tax analysis and forward planning
  • Strategic asset allocation and review
  • Defined investment criteria and guidance
  • Visualized wealth journey projections
  • Six in-depth 1:1 sessions with a tax & wealth expert


Package validity: 6 months
Terms | Privacy
$2,488$2,500
Terms | Privacy