Company Information

Get to know Wai-Yee Chen "Money and Philosophy"

Wai-Yee Chen "Money and Philosophy" is a financial coaching practice founded by Wai-Yee Chen, a Certified Money Coach (CMC)® and former wealth management professional from Goldman Sachs. The company's mission is to help individuals transform their relationship with money by addressing both the practical and psychological aspects of personal finance. Through one-on-one coaching programs, it aims to empower clients to achieve financial clarity, confidence, and well-being, moving from financial stress to a state of empowerment and freedom. The service is distinct from regulated financial advice, focusing instead on coaching and guidance.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Wai-Yee Chen "Money and Philosophy"

Australia

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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ASIC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.