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Meet Jason Chew, a prominent figure in the financial planning industry with over a decade of dedicated service and a wealth of expertise.
Meet Jason Chew, a prominent figure in the financial planning industry with over a decade of dedicated service and a wealth of expertise. Throughout his illustrious career, he has played a pivotal role in assisting families in achieving financial success while maintaining balanced lifestyles. Jason's unwavering commitment to client prosperity and his comprehensive approach to wealth management set him apart. His profound understanding of individual needs enables him to craft customised solutions that harmonise seamlessly with each client's unique circumstances and aspirations. Renowned for his market-leading services, Jason empowers clients to make well-informed decisions, chart a course for the future, and relish the pleasures of life today.
Why did you decide to become a financial adviser?
I grew up listening to Rich Dad Poor Dad on cassette tape in my dad's car and have always been drawn to all things finances, so when I realised I could have career diving into money and finance and then teach people what I have learned I was hooked, it also turns out that helping people in a meaningful way gives you a big kick of euphoria!
Why did you start Orange Wealth?
8 years ago most financial advice firms focused on people who were retired or close to it, and me in my early 30's, I wanting to help people similar to me, someone who wants to be in control and design the life I live, not to look back in 20 years and say "I wish I had done it differently"
Why is the right time for you to join Vista Financial Group?
Honestly, the right time was probably a few years ago, it's just you don't see a business like Vista every other day of the week, once I met Vista and the team here I knew it was the right home for me and the people I work with, so Vista is why it's the right time.
What do you do in your spare time?
Family, I try to spend as much time as I can with family and getting into the great outdoors.
Where was your last holiday?
Major holiday was Canada for some winter sports, but most long weekends I'll get away in the camper trailer.
Favourite sports team?
I really enjoy watching Splash Brothers catch fire, Golden State Warriors
What Is The Weirdest Thing You Have Eaten?
Birdsnest (a weird day in China)
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This edition’s Staff Spotlight gives us the opportunity to learn a little more about Shay Williams, our newest Client Service team member based in our Beaumaris office. Welcome Shay!
As inflation cools and global markets continue to shift, understanding the broader economic picture is more important than ever. In this article, Tyson Roberts shares insights into the latest market trends and what they could mean for investors in the months ahead.
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Is your mortgage still working in your favour? In this article, Tanya Seth explores five key questions to help you review your interest rate, loan structure, offset account and equity, so your home loan continues to support your financial goals.
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