Hello, I'm Zee Phay

With over half a decade of experience, I specialise in investment portfolio management and estate and succession planning, helping clients build, grow, and preserve their wealth. My expertise lies in crafting tailored strategies that align with each client’s unique goals, ensuring that their investments work harder for them while securing their legacy for future generations.

 

Working with a diverse clientele, from professionals and entrepreneurs to high-net-worth individuals, I focus on providing thoughtful, data-driven advice. My approach is meticulous, strategic, and always client-first—like a personalised financial prescription designed to meet specific needs and circumstances. This commitment to prioritising my clients’ best interests has earned me trust and long-lasting relationships throughout my career.

 

A defining moment in my journey came when a friend-turned-client followed my recommendation to prioritise insurance over an investment plan. Two years later, that decision proved life-changing when client was diagnosed with cancer. This reinforced my belief in putting client needs above all else—planning for what truly matters.

 

Beyond working with clients, I’m passionate about fostering the next generation of financial consultants. As a mentor, I inspire others to uphold the values of professionalism, ethical service, and growth-focused leadership, ensuring a positive impact not just for today, but for years to come.