Jane Li

Senior Financial Planner

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With more than 10 years of experience in property investing, finance and wealth creation, Jane holds a Master of Commerce in Banking and Finance and is a qualified FPA Certified Financial Planner and an FPA Aged Care Specialist.

Jane has been involved in the wealth management and Financial Planning service for over 8 of these years and has worked with both boutique and large financial planning firms. During this time, she gained valuable exposure to a range of clients including wealth accumulators, pre-retirees, retirees, and aged care clients.

Skilled in wealth management, retirement planning, debt management, defined benefits, Centrelink strategies, aged care planning, risk protection strategies and more, Jane is also a Tax Financial Adviser and has achieved a wide range of qualifications, memberships, and experiences. These include an Advanced Diploma of Financial Planning, a Diploma of Financial Planning, and an SMSF Accreditation.

As someone who firmly believes that having the right guidance and education can positively impact an individual’s journey, Jane strives to deliver the most suitable strategic plan for her clients and finds it extremely rewarding to see her plans come to fruition in later years.

It was Jane’s love of residential properties that drove her to choose Empower Wealth. Having built a good-sized property portfolio over the years, she has found from personal experience that property investing is not just a set-and-forget journey. Instead, she says, it only works with close monitoring and adjustment to changing circumstances, economies, legislations and more.

Through Empower Wealth’s business model, Jane says she can leverage her unique experiences and knowledge in both property and financial planning to maximise her potential through assisting and guiding clients toward achieving their financial and lifestyle objectives.

Outside of work, Jane enjoys activities such as yoga, hiking, and bushwalking, and enjoys watching a good movie at home or holding a book in bed.

We have spoken to many financial advisors & and never really felt comfortable with them. We really felt comfortable with you guys & had no hesitation to sign up with you. The ongoing support is second to none. Keep up the great work.

- John Rodriguez, QLD March 2024

A big thank you to Jane and Sam (and your team behind the scenes). You guys coached us through our financial planning journey; my wife and I could not be more thankful. Your advice was professional, thorough and personable.We appreciate the time given to us, even though at times, we were the ones holding things up and being slow at getting things signed etc. Your patience was noted and your guidance very much appreciated.All in all, awesome experience! I could not recommend your services more! 10 out of 10. Big thumbs up. Eric & Shannon

- Eric Hopwood, QLD November 2023

Jane has been great with implementing our retirement plan and continues to provide feedback and recommendations moving forward.

- Samuel Patterson, QLD October 2023

Very satisfied with Jane’s service as my financial planner. She has helped my step by step, with professionalism and kindness.

- Maria (Sole) Bellamy, VIC April 2023