Ivy Financial

Our Services

We take care of your wealth growth needs, so that you can focus on your family and work.

Personal Tax and Financial Planning
Corporate Tax, Structure and Estate Planning
Estate and Insurance Solutions
Portfolio Management Advisory

Celeste Wang

Credentials

CFA, CFP, Multi-year MDRT member

Experience

An Oxford maths graduate who loves the purity of maths; an ex-investment banker who enjoys the challenge of financial markets and now an expert portfolio manager and financial advisor with dedication and more than 12 years of experience.

Life Roles

A proud mom of two kids who knows how to take care of a family.
A passionate dancer, skier, and flute player who appreciates the beauty of life.

Our Investment Portfolio Strategy:

High Quality:

A sustainable competitive advantage
Low capital intensity and sustainable high return on capital
Exceptional management and corporate governance
A strong balance sheet, without reliance on leveraging
Has the ability to invest in R&D to innovate

Growth:

The industry has strong and attractive secular growth
Superior long term revenue and earnings growth
Strong, predicable generation and growth of cash

Our Mission

Established and responsible individuals, families and businesses are looking to grow their wealth over multi-generations. These are parents, professionals, business owners, who have worked incredibly hard to create their wealth, and now have a more important mission to grow their wealth, and transition it to future generations.

Ivy Financial is committed to delivering simple, solid and impactful solutions to complex financial needs. We provide a highly professional and comprehensive service that gives our client the whole picture of their financial planning. At the same time we provide personalized solutions and products that accurately address their needs to grow and transition their wealth.

The world is a fast changing place, using methods from 20 or 30 years ago would not enable clients to keep up. We are learners ourselves and strive to provide clients with information that’s most updated and relevant to the challenges they face. We have a proven success record and our clients receive ongoing guidance that enables them to keep up with the times and enlarges their vision for the future.

Our clients enjoy a trusted long-term relationship with us which extends to multi-generations. Clients will feel valued and gain confidence through our supportive, responsive and customer centric staff. They will develop their peace of mind as they go through an educational and informative journey with us.

At Ivy Financial, we empower you to grow your wealth in your lifetime, and much more beyond.