Novella Wealth

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盡心 | 盡善 | 盡力

我們的故事

關於NOVELLA這個大家庭

根據維基百科,「Novella」源於意大利單詞「novella」,意思是「new」,通常指比短篇故事稍長的敘事散文。我們正是如此,貫徹Novella之意,一心助您譜寫夢寐以求的「全新」理財「故事」;而我們的蛋狀標誌,則寓意客戶與顧問的新開端,更意味著我們把每一位都當成大家庭的一分子。

我們的能力

我們的多元化專家團隊, 運用豐富知識,與您寫下精彩故事。 我們更會竭盡所能,提供深入的財富、投資與保險管理服務,滿足您每個財務目標。 作為您的夥伴,我們顧及您的需要、背景及目標,並致力實現您的所想所求。現在,就讓我們與您揭開人生新篇章,成為您值得信賴的終身好夥伴。

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我們盡心引領

能夠將故事講得出色,先要為平凡橋段加添精彩。Novella深明這個道理,知道不少人在金融世界中,找不到投資主意,甚至感到困惑迷失。因此,我們專於引領客戶,一同寫下更豐盛未來,體驗更精彩。

我們盡善守候

我們的財務顧問,目標比人更高更遠大,更會時刻守候客戶。即使您的要求是超出工作範疇,我們都會竭誠助您,全因我們秉持理念 — 客戶永遠是我們的最佳摯友。

我們盡力而行

審慎勤奮,是我們的座右銘。我們一直努力,務求讓您的投資獲享最佳績,您的儲蓄所得最豐盛,並將您的稅務負擔減免至最輕。我們更為您緊貼市場脈博,讓您悠然自在,仍先機在握。

退休策劃

退休日子,就是悠長假期開始,每天都有充足時間做各樣事情,也代表有充足機會花費金錢。 因此,我們要好好籌劃,確保有可靠收入去開展理想退休生活。

人壽保險

健康,是您最重要的財富資產,亦是我們為您護航的首要目標。我們擁有豐富經驗的全方位保險顧問,提供一系列人壽保險產品,以您與家人為先。

投資與儲蓄

投資與儲蓄,就像栽種小種子,培育茂盛大樹。有時無心插柳,也可以柳成陰;但若多一點悉心照顧,隨時可以讓大樹更茁壯,未來更豐盛。

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我們的故事

領導層的話

我們在建立Novella時,旨意容納每一位,希望所有客戶和顧問能像家人般相處,如同一個大家庭。此外,我們知道,每個人都有自己的精彩故事,並著眼透過當中的獨特故事及背景、理財工具與學識,一步步寫下每一個夢寐以求的人生新篇章。正如您以家人為先,我們以您為本。

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客戶的話

Novella Wealth
5.0
Based on 128 reviews
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Dr. Michael Horowitz
Dr. Michael Horowitz
22:31 13 Sep 22
Thomas C. Chan is a master of his trade, a great communicator & really understands his clients needs. I really enjoyed... watching his Youtube educational videos and in person he's a real guy who genuinely cares about his clients. Happy to be working with Thomas and the Team!read more
Alan Quan
Alan Quan
16:44 15 Aug 22
Kinson and his team are great. Lays everything out and no pressure - allows family to make the decision. Great advice... and insight and in all things family and finance related. Definitely recommend.read more
Yardley Yu
Yardley Yu
00:58 06 Jun 22
Kinson helped me with insurance and investment planning. He is thoughtful and patient. I highly recommended Kinson to... you if you have any financial planning needread more
Brendan Li
Brendan Li
04:55 06 Mar 22
What an amazing financial planner! Very professional. Sylvia helped me understand and achieve financial goals that's... above and beyond what I need. She explains everything crystal clear to me so I am able to learn and fully understand the strategies and plans. Thank you Sylvia for everything. I am very happy with her service and look forward to achieve more goals with her. I would highly recommend Sylvia as your financial planner!read more
DaDa Cheng
DaDa Cheng
20:00 23 Feb 22
Kinson has been providing amazing financial advice and support. He explains everything in details. The financial... services he introduced to me are well planned, considering medium term and long term of growth. Most importantly, he is very genuine and trustworthy. The way he provides feedbacks/ advice make me feel secure while having rooms to explore and build my financial self-efficacy.read more
Jenice Chau
Jenice Chau
05:10 23 Feb 22
Sylvia is extremely well educated and honest when it comes to my financial planning. As a student, I needed guidance in... terms of my finances and she has definitely helped steer me into the right direction to plan for a successful future! She explains everything in a clear and concise format for me to understand as a student which I think is really helpful and important 🙂read more
Joanne Chow
Joanne Chow
05:24 11 Feb 22
Herman has been a pleasure to work with so far. He is very professional and spells out every option in detail. He... ensures that I leave every meeting with all my questions answered. He makes me feel like there are no dumb questions and encourages me to bring concerns to the table at every meeting so that we can discuss and resolve together. He is very timely, responsive, and flexible. He is very passionate about his work - you can tell that he loves his job! This is very important for clients to see, and I highly recommend Herman if you're new to financial planning.read more
Jisoo Lee
Jisoo Lee
21:16 02 Feb 22
I’ve had the chance to have Herman as my advisor. He really listens to every aspect of your needs and future goals, and... is always available to answer any questions. He’s very passionate about helping other people, and his professionalism shows.read more
Li M Tang
Li M Tang
07:41 23 Jan 22
Edmond and Regina were referred by our friends, and we were very thankful for it.Edmond was super helpful and patience... in our search for the right product. He ensures that we fully understood the process and clears up any doubts that we had. He is very knowledgeable about the insurance products in market.We are really satisfied with their help and services, highly recommended.read more
arun kumar
arun kumar
18:28 24 Nov 21
Absolutely amazing service from Kinson. He is very helpful and knowledgeable financial advisor. He went above and... beyond to help us. He made the whole process simple, friendly, and easy.I would highly recommend him and Novella team for anyone who is looking for financial advice.read more
Justin Yap
Justin Yap
17:25 20 Nov 21
Sally is exceptional and has your best interests in mind. She explains everything very clearly and is patient with you... if you don’t understand the policies. I will continue to refer others to her for their investment and insurance plans.read more
taylor richards
taylor richards
02:54 19 Nov 21
Sally assisted me with all my investing needs and helped create a plan for my future. I appreciate the ease of... accessibility and the readiness to help me make changes when I require it. Sally is friendly, professional and is easy to talk with. When I had lots of questions or needed extra explanations, she was very patient and helpful.read more
Eunice
Eunice
04:01 18 Nov 21
I had a great experience with Herman! He was very patient with me as I am new to investing, incredibly knowledgeable,... and easy to talk to. He was always happy to answer any questions I had. Overall, a very great experience and I highly recommend him!read more
Ed Lee
Ed Lee
01:34 16 Nov 21
Thomas and his team are very professional and honest. They put in much time to analyze and compare the best permanent... life insurance type and insurance vendor for our special needs. We know that our portfolio is being monitored closely, giving us a great level of confidence in our investments. We would highly recommend Thomas Chan and his teamread more
Dylan Reimer
Dylan Reimer
05:16 02 Nov 21
I recently got life insurance with Novella Wealth and was personally assited by Raj Sewak. Raj was very helpful in... explaining the life insurance benefits and helped set up my account for me. This is my first time getting life insurance and Raj made is very easy to understand. Overall I would say the experience was very smooth and that I would recommend my friends and family to Raj.read more
Turnill Greene
Turnill Greene
13:14 29 Sep 21
Having no knowledge with financials, Kinson helping me set up different accounts for managing my money. He is really... friendly and making it easy to understand. Since then he checks up on me and advices strategies about my portfolio to keep building savings for rainy days and financial goals. I'm sure he will be happy to help!read more
LIN LUO
LIN LUO
14:19 14 Jul 21
I trust this team because Sylvia can provide professional consult for my financial management. She periodically reviews... my investment and makes some necessary changes to insure my investment getting gains. She also provides new insurance information to me so that I can make decisions. I feel happy and satisfied with her suggestions.read more
Freeman Lam
Freeman Lam
23:27 03 Jul 21
I was very happy to be able to smoothly set up a meeting time with my advisor Cynthia To. Cynthia is informative,... patient, and passionate about her work. This is evident in our interactions and her assessment of my current financial needs and investing goals. I look forward to continue partnering with Cynthia, and most of all to keep learning about how I can better manage my finances!read more
Naila Nizar
Naila Nizar
19:38 01 Jun 21
Paul Yao has been my financial advisor for over 10 years. His approach is holistic and client-centered. Prior to... creating a financial plan, he gets to know your entire situation from health and family, to current and future financial priorities. His manner is calm and patient. He works within your comfort level, and respects your boundaries regarding finance. His approach is step by step; as your comfort and confidence increase, accordingly, he presents options that optimize your goals. His communication and explanations are clear, simple, and jargon-free. In addition to monthly debriefing meetings, he is easy to reach and available for consultation. Paul is sincere and genuine in his desire to help you find calmness and peace of mind. He is a true professional who works with integrity and dedication. I highly recommend him as a financial advisor.read more
Emily Cheng
Emily Cheng
23:23 29 May 21
Highly recommended! I have been with Novella for many years. I had no idea about financial planning. Edmond is... considerate and forward thinking. He helped me plan for my needs at different life stages. Since then he checks up on me and advices strategies about my portfolio to keep building savings for rainy days and financial goals. Amazing work! Thank you for giving me piece of mind!read more
Joyce Wong
Joyce Wong
07:23 22 Apr 21
I've been with Novella for 7 years now and they have really helped me reach my financial goals. Cynthia is very... knowledgeable and professional, always putting her clients first. She truly listens to your needs and concerns, explaining all the different options, working with you to create a realistic plan and achievable goals. I always felt comfortable going to Cynthia for advice, even if the situation wasn't looking good, you know you can trust her to find a solution. Aside from the excellent client service, Cynthia is a fun, approachable, and friendly person!read more
Nicole Chan
Nicole Chan
16:53 21 Apr 21
Read this review knowing that I am a finance/accounting professional, who manages millions of budget and operations for... multi-national corporations.Zoe Lee is my go-to-person when I have to make important decisions that would impact my wealth management. Not only is she cares deeply about your present and future well being, she is also knowledgeable. She keeps me informed with my portfolio proactively, and provides meaningful suggestions. She is keen on building substantial and trustful long term relationships.read more
Tommy Li
Tommy Li
16:11 18 Apr 21
Having really no knowledge with financials, Cynthia did a great job helping me set up different accounts for managing... my money. She is really friendly and takes her time when explaining different concepts, making it easy to understand. She also checks up on you and makes sure you are updated if there are any changes happening. Contact Cynthia if you have any questions regarding your financials as I'm sure she will be happy to help!read more
Jenny Wu
Jenny Wu
05:32 14 Apr 21
I’ve always wanted to know and learn how to manage my finances, and thankfully I met Cynthia! She was able to help me... create my own financial plan with my goals and anticipated plans in mind. She is someone who provides honest and realistic advice whenever needed, and made the entire process very comfortable and at ease. She was able to clarify all the different options and terms to me in a way that was easy to understand, and would always be available to answer any questions I had at any time. She has always been professional and knowledgeable, and someone who truly listens to your needs. Would definitely recommend Cynthia to anyone looking to achieve their financial goals!read more
Angel Yao
Angel Yao
05:21 14 Apr 21
I met my Advisor - Zoe Lee couple years ago from a Virtual Seminar. During the seminar, I realized “Estate Planning”... is really important. I sent an email to Zoe and set up a one on one appointment. During the appointment, she gave me some good advises on how to make more money on investment and lower my tax ( No Joke, I made more money but I paid less tax!!). 2 years later, she help me to increase 25% of my investment. Thank you Zoe for your professional service.read more
Brandon Lee
Brandon Lee
10:16 08 Apr 21
I’ve been with Novella, and in particular Edmond, now for nearly a decade and it’s been going wonderfully. Edmond... always find a way of explaining the market in terms that I am able to understand and working out adjustments that suit my needs. He’s very friendly and approachable. Highly recommended.With Novella, I’ve been able to watch my finances grow over the years. I bet that sounds like a cliche ad, but it’s so true. I’m glad I began working with him all those years ago.read more
Helena Huen
Helena Huen
19:34 03 Apr 21
My husband and I switched our portfolios over to Edmond from the bank advisor over 6 years ago and have never looked... back. We always feel well taken care of. He is knowledgeable, detail oriented, and kind. When coming up with comprehensive plans for us, he always makes sure to first understand what our goals are before presenting options to us. He definitely has our interests at heart.We are very happy with the growth in our different portfolios with him.Thank you so much, Edmond! We hope to continue this relationship and friendship for many years to come.read more
Barry Lai
Barry Lai
04:17 24 Mar 21
I have worked with Paul at Novella Wealth for a few years now. Under his professional guidance, I have been able to... grow my wealth consistently. He is knowledgeable and always quick to respond to any of my questions. Even though I tell Paul I am a high risk investor, he knows I have a low tolerance for risk. He is able to build a portfolio for me that suits my needs and I'm comfortable with. I've been making money every year, I think that is the best compliment I can give any financial advisor. Ask for Paul at Novella Wealth.read more
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    Edmond Ng

    B.Sc., CIP, CFP® | Co-Founder

    After almost a decade in the insurance and investment industry, Edmond Ng is an accomplished wealth-building coach. Focusing on safeguarding portfolios, estate planning and investment diversification, Edmond loves helping his clients get a better night’s sleep. Edmond spends much of his time serving tech professionals, young families and small business owners. He also mentors new financial advisors starting out in the industry. He has a hands-on style, both at work and on the golf course.