Yee-Wah Hooi-Duran

Bridges Financial Services Pty Ltd

Platinum
16 Yrs Experience
Adelaide, SA 5000

About Me:

Since entering the financial services industry in 2004, I have been helping individuals and families make confident financial decisions and achieve greater peace of mind about their financial future. I specialise in retirement planning, superannuation, wealth accumulation, personal insurance and Centrelink strategies.

I am passionate about delivering advice that is tailored, practical and aligned with each client's unique circumstances and goals. I believe effective financial advice is about more than numbers. It is about understanding what matters most to you and helping you achieve greater financial security, certainty and peace of mind.

I particularly enjoy working with people approaching retirement and those already retired, helping them navigate the complexities of superannuation, retirement income, Centrelink and estate planning. My aim is to simplify financial decisions, provide clarity around available options and help clients move into the next stage of life with confidence, knowing they have a clear strategy in place.

Building long-term relationships is one of the most rewarding aspects of my role. I take pride in being approachable, responsive and genuinely invested in my clients' success. My advice is built on trust, transparency and professionalism, and I work closely with clients through life's different stages, helping them make informed decisions and adapt their financial strategies as circumstances change.

The feedback I receive from clients reflects the way I strive to support them. Clients often describe me as caring, knowledgeable, responsive and dedicated, valuing not only the quality of my advice but also the trusted relationships we have built over many years.

I hold the Certified Financial Planner® (CFP®) designation, an Advanced Diploma of Financial Planning, a Master of Business (e-Business), and a Bachelor of Business with a double major in Banking & Finance and Management Information Systems. I am also a member of the Financial Advice Association Australia (FAAA).

What Clients Say:

"My adviser, Yee-Wah, is an incredibly hard-working, caring professional and my relationship with her is the greatest benefit and value that I have received from Bridges."

"My husband and I have been clients of Yee-Wah's for over five years and have always felt that she listens to what we need and want, while providing valuable suggestions to help us achieve our goals. She is always willing to help and responds promptly to any questions or concerns."

"We have engaged Yee-Wah's services for more than 10 years. Throughout that time, she has implemented a carefully considered strategy, guiding us towards retirement with confidence. Yee-Wah has consistently gone above and beyond in her professionalism, efficiency and commitment to our financial wellbeing."

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 27
  • First year providing advice 2010
  • Years of experience 16
  • Highest qualification
    • Master of Business (E-Business)
  • Language spoken
    • English

Bridges Financial Services Pty Ltd

Level 19, 91 King William St
Adelaide, SA 5000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Bridges Financial Services Pty Ltd

AFSL 240837