Financial Advice for Chinese Australians

Mandarin-Speaking Support for Your Financial Plan

Financial decisions are easier when nothing gets lost in translation. Our financial advisers are English-speaking, and Claire Zhang, an Associate in our team who is fluent in Mandarin, supports them in your meetings and acts as your translator. You and your family can talk through super, property, investments and retirement in Mandarin, with every recommendation clearly understood.

我们有会说普通话的同事，可以在理财咨询中帮您翻译。欢迎随时联系我们预约！

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Why Clear Communication Matters

Australian super, tax and Centrelink rules are detailed and change often. Understanding exactly what is recommended, and why, matters before you commit. We take the time to explain each step, welcome family members into the conversation, and confirm everything in writing.

How We Help Chinese-Australian Families

Advice that brings your super, tax, property, investments and family goals together.

Super & Retirement Planning

Make the most of your super, plan your retirement date with confidence, and see how super and the Age Pension fit together.

Property & Investment

Whether it is your next home, an investment property or a share portfolio, we build strategies around your cash flow and long-term goals.

Business Owners

Build personal wealth beyond your business through super, tax-effective structures and planning for succession or sale.

Family Protection & Estate Planning

Insurance to protect your family, support for ageing parents, and estate planning that considers assets in Australia and overseas.

Meet Your Mandarin-Speaking Team Member

Born in China and fluent in Mandarin, Claire Zhang is passionate about helping more Mandarin-speaking Australians access quality financial advice. With an Honours degree in Engineering and a Master’s in Environmental Management, Claire brings an analytical, problem-solving approach to supporting clients and our financial advisers. In client meetings she works alongside our English-speaking advisers and acts as a translator, so you can ask questions and discuss your plan in Mandarin.

Meet Your Advisors

Claire Zhang

Associate

Who We Help

Families: Balance children’s education, property goals and caring for parents in one clear plan.
Business Owners: Turn business income into long-term personal wealth.
Pre-Retirees & Retirees: Work out when you can retire and how to make your money last.
New Residents: Learn how super, tax and Centrelink rules work in Australia and apply to you.

Angel Advisory financial advisers in Melbourne

How We Work With You

Discover
Meet your adviser in person in Melbourne or online, with Claire there to translate between Mandarin and English. Family members are welcome. We listen first.
Design
A written strategy that covers super, tax, property, investments and protection, explained clearly before you decide.
Implement
We manage the paperwork with super funds, insurers and product providers, and coordinate with your accountant.
Review
Ongoing reviews keep your plan aligned as your circumstances and the rules change.

Not Sure Where to Start?

Time is your biggest asset.
The earlier you plan, the more options you have for super, property and retirement.

What to Expect
A friendly first conversation about your goals and your situation, with Claire on hand to translate.

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Frequently Asked Questions

Yes. Our financial advisers are English-speaking. Claire Zhang, an Associate in our team who is fluent in Mandarin, supports them in your meetings and acts as a translator, so you can ask questions and discuss your plan in Mandarin.

Yes. Partners, adult children and parents are welcome. With your permission, we are happy to include the people who help you make financial decisions.

Yes. Overseas income, property and savings are taken into account in your plan. Australian tax residents are generally taxed on their worldwide income, so where specialist tax or legal advice is needed, we work with your accountant or lawyer.

Our fees are agreed upfront and explained in writing before any work begins, so there are no surprises.

Yes. We help families plan for school fees, university and helping adult children into the property market as part of one overall strategy. See our guides to paying for private school fees and helping adult children into the property market.

We are based in Melbourne and meet clients in person or through secure online meetings Australia-wide.

Ready to Build Your Family’s Plan?

Clear financial advice, with a Mandarin-speaking translator in your meetings.

Your goals. Your family. Our partnership.

Call Our Melbourne Team