Jeremy Wei

Jeremy is a Financial Planner at Empower Wealth, with expertise in Superannuation, investments, personal protection (insurance), and retirement planning. He holds a Master of Financial Planning and a Graduate Certificate in Applied Finance. Jeremy is a Financial Planner AFP® with the Financial Adviser Association Australia (FAAA) and a Certified Financial Technician® designated by the International Federation of Technical Analysts (IFTA), with skills in analysing stocks & share markets.

Specialising in investment portfolio design and wealth management, Jeremy assists retail clients in setting up tailored investment plans based on their growth expectations and risk tolerance. He employs market analysis skills to monitor and manage clients’ portfolios, providing dynamic asset allocation (DAA) strategy services, such as biannual portfolio rebalancing and adjusting asset allocations during market downturns.

Jeremy focuses on retirement planning for clients over 50, emphasising the importance of ensuring sufficient income to support desired lifestyles post-retirement while optimising tax savings for asset transfer to future generations. For clients under 50, Jeremy assists in wealth creation for achieving financial goals, whether it’s saving for a home, education, or business startup.

Superannuation is another area of expertise for Jeremy, having handled numerous review cases during his tenure as a financial adviser with AMP. He emphasises the significance of understanding and optimising Super as a retirement savings vehicle, potentially adding significant value over time through fee reduction and cost optimisation.

With SMSF accreditation, Jeremy provides appropriate SMSF advice to clients, demonstrating his commitment to helping clients boost savings and grow wealth over the next 25 years. He acts as a financial coach, guiding clients to grow and protect their wealth effectively.

Outside of work, Jeremy enjoys reading and cooking meals for his family, often trying out recipes from YouTube cooking channels.