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10+
Years experience
CFP®
Certified planner
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





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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Xi Benny Yang
BY
Xi Benny Yang · CFP®
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