Let me use my expertise to help you. We treat each customer as an individual, not a number.
Yu is a knowledgeable financial advisor in insurance, ready to work with you to ensure you and your family’s financial future. She has a degree in Finance from Massey University and has also been certified to provide financial services in Life and Health insurance. After working in her previous role as an accountant, Yu decided to start her new career as a financial adviser in insurance with EverBright Finance.
As a financial adviser in insurance, Yu ‘s primary goal is to help you make well-informed decisions on what types of insurance are suitable for you. She also emphasizes adjusting insurance plans as your goals and needs change. Yu will always listen to your concerns, share all information about potential risk gaps, including benefits, risks, and treat your financial goals with the same care and interest that she devotes to her own.
Yu looks forward to being your trusted advisor and expert resource as you build a secure portfolio of insurance packages. Contact Yu by Phone or email and let’s get to work on your future.
- Phone: 021 030 6673
- Email: firstname.lastname@example.org
- Address: 381 Great South Road, Ellerslie, Auckland
Call me or fill out contact form to receive an insurance review. I look forward to working with you.