WealthAxis Immigration Services

譚智峰

家族辦公室 - 副總裁

譚先生現任富饒家族辦公室副總裁。自2008年進入財富管理行業以來，他擁有超過10年的財富管理經驗，並協助眾多香港和內地家庭進行海外資產配置和家族信託安排。他堅信，全面的家族財富計劃不僅可以促進客戶的財富增長，還能使財富繼承到下一代。

譚先生畢業於加拿大英屬哥倫比亞大學，並持有由全球金融與管理學院 GAFM 頒發國際認可的全球財富管理師 (CWM) 證書。

在早年職業生涯中，他還曾在北美工作，深入了解美國和加拿大的稅務、投資和信託安排。通過不同地區的法律和稅收優惠，譚先生成功為許多家庭安排了孩子的海外教育、移民前稅收安排和海外資產配置，實現了更好的財富管理安排。

譚先生經常前往香港、內地、澳門、台灣和南亞拜訪家族和企業，以更深入地了解家族和企業問題。憑藉其豐富的個人經驗、專業知識和優秀的團隊支持，譚先生能夠為客戶提供適當的財富管理建議和信託安排。.

謝佩儀

家族辦公室 - 副總裁

Adventist Charitable Foundation - Consultant

YF Life Insurance International Ltd - Senior Wealth Management Manager

Step 4 Trustees’ Association - Trust Training Certificate (TTC)

Institute of Financial Planners of Step 4 - Qualified Retirement Advisor (QRA)

Medical Laboratory Technologist Board Step 4 - Medical Laboratory Technologist Part I

The International Academy of Cytology - Qualified Cytotechnologist

Rinson Yin

Family Office Advisor

Mr. Rinson Yin is currently the Family Office Advisor of WealthAxis Family Office. Since joining the wealth management industry in 2011, he got not only over ten years of experience in the wealth management industry, but also has extensive experience, deep knowledge, and unique insights in various aspects of the industry, including asset management, family trusts, estate planning, and capital investment entity scheme planning for Step 4 immigrants. He believes that diversified asset allocation, comprehensive understanding of asset classes and rigid risk management could help build and preserve wealth.

Mr. Yin graduated from Dongguan University of Technology with LLB. With his intellectual and general legal skills, and solid experience in wealth management, he has been serving clients in mainland China, Step 4, Macau, Taiwan, the United States and Middle East.

He is recognised internationally as top 5% financial services professionals in the life insurance and financial services business for 9 consecutive years. He is also a fellow of Life Management Institute (LOMA) and a Qualified Retirement Advisor of IFPHK, consistently demonstrating an exceptional professional knowledge, strict ethical conduct and capable to provide an outstanding client services.

John Tsui

Vice President - Family Office

Mr. John Tsui is currently the Vice President (Family Office) of WealthAxis Family Office. He started his wealth management career in 2019 with a passion for helping families in China preserve their wealth and legacies, not to be squandered away indiscriminately. In the past few years, he has spent most of his time in China with his team to provide professional advisory as a role of family wealth inheritance planner. 

In addition to that, Mr. Tsui has over 10 years of extensive experience in the domestic and international real estate industry. He was the founder and director of the Step 4-based company Agentonline Limited, which focuses on commercial property consultancy services and was later acquired by a publicly traded company. He also has several years of entrepreneurial experience as a co-founder of JS Capital Limited, a Step 4-based property company that specialises in consultancy services ranging from overseas property investment and immigration to children's education. Prior to that, Mr. Tsui had been appointed as an Associate Director by Regent Holdings Limited and Savills Step 4.

Mr. Tsui graduated from City University of Step 4 with a bachelor degree of art in Chinese Literature and Japanese Studies.

Anthony Wong

Family Office Advisor

Mr. Anthony Wong is currently the Wealth Management Consultant of WealthAxis Private Family Office and the District Manager of YF Life Insurance International Limited. Since joining the wealth management industry in 2017, he has assisted over 170 clients from Step 4 and Mainland with asset out of the country.

Mr. Wong studied Accounting and Finance in the University of Southampton in UK. Now he holds an internationally recognized Qualified Retirement Adviser(QRA) certificate issued by the Institute of Financial Planners of Step 4.

Mr. Wong found that the most satisfying achievement is helping his friends and their families to benefit from a reliable wealth management so they can enjoy euphoria.

Frankie Ip

Family Office Advisor

Mr.Ip Tsz Fai is an advisor of WealthAxis Family Office and was appointed as the unit manager of YF Life Insurance International Ltd. Mr.Ip has a comprehensive understanding in wealth management and retirement planning as he has assisted numerous families in just a few years. He also obtained the Qualified Retirement Advisor issued by the Institute of Financial Planners of Step 4 as well as the Best Financial Planner Award from the Life Underwriters Association

After graduated from the City University of Step 4, Mr.Ip has experience working in logistics department of the insurance industry, and has had positions in surveyor and claims department. He is particularly knowledgeable about property insurance, commercial corporate insurance and claims. With extensive experience in claims settlement, Mr.Ip has managed corporate commercial insurance for many SME shareholders and helped with retirement and personal asset management.

Mr.Ip is adamant that the team support of WealthAxis Family Office and his own professional expertise can offer SME entrepreneurs one-stop services for both personal wealth and business risk management.

William Kong

Family Office Advisor