Kai Wee

Kai is a dedicated financial adviser with a focus on goals-based financial planning. Specialising in superannuation and insurance, Kai is committed to assist everyone in safeguarding and growing their financial assets for retirement and estate planning.

As someone actively investing in superannuation himself, Kai is passionate about educating clients about its importance for wealth accumulation, retirement, tax optimisation and wealth transfer (he practices what he preaches!).

Born in Singapore and raised in Brisbane—Kai is driven to empower everyone to achieve their financial aspirations, whether it’s purchasing their first home or planning for retirement today.

Testimonials

“Kai has been phenomenal with his expertise and advice. He is always available to chat and help with any problems encountered. His manner is a pleasure to deal with. Highly recommended.” – Nicole Ossip

“Kai was amazing. Everything was attended to quickly and efficiently. Highly recommended.” – Peter Hollywood