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CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000 CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000 CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000 CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000


PROBLEM


WHY?


WHEN?


Xi Benny Yang
BY
Xi Benny Yang · CFP®
Financial Brainstorm

An unhurried, no-agenda conversation about your money.

Bring whatever's on your mind – no fact find, no homework.

Brainstorm Your Finances
The framework

Foundation.
Momentum. Legacy.

01
Foundation
Eliminate leakage and optimise entity alignment with goals and objectives
02
Momentum
Convert surplus income into asset-backed growth based on individual circumstances
03
Legacy
Decouple wealth growth from personal output and create legacy that endures


Step 01

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Step 02

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Step 03

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