Life Value & Wealth Optimization Specialist

About Grace

The Story Behind My Work

I didn’t plan to start over. But my body made the decision for me.

There was a time I thought success meant never stopping — hosting client dinners, juggling deadlines, wearing every hat I could. On paper, it looked impressive. Inside, I was running on three hours of sleep and autopilot.

Until my body finally said, “no more.”

That pause — though uncomfortable — became the most important turning point of my life. I stepped away from the rat race and began listening instead of chasing. I studied mindfulness and psychology, learning how much of our energy we spend reacting, not creating.

That’s when I began to see a truth many successful people overlook:
We don’t burn out because we’re weak — we burn out because we never built a system that protects what truly matters.

A New Understanding of Wealth

For years, I thought wealth was something we grow. Now, I understand it’s something we shape — a reflection of how we use our time, energy, and values.

My work today bridges the practical and the personal: helping business leaders and entrepreneurs create systems where their wealth serves their life, not the other way around.

Because success should bring clarity, not confusion.
Security, not pressure.
And meaning, not just milestones.

My Approach

Every person I work with carries multiple worlds — business, family, and self. So my process begins with understanding all three.

1. Clarify - We start by uncovering what truly matters — your family priorities, business/career goals, personal aspirations, and your core values.

2. Structure - Then, we design clear, efficient systems that connect your wealth with those priorities — through strategies for protection, growth, and continuity.

3. Sustain- Finally, we ensure what you’ve built endures — across transitions, generations, and changing seasons of life.

This isn’t about chasing more. It’s about building better — with calm, clarity, and continuity.

Who I Work With

I work with:

  • Entrepreneurs who want their businesses to support their families and freedom, not consume them

  • Business owners building continuity between generations or transitions

  • Mid-to-Senior executives who are creating their own stability beyond employment

They come to me because they’re tired of managing “pieces” — insurance here, investments there — without seeing how it all connects. Together, we design a full picture that gives them control, confidence, and breathing room again.

Professional Background

  • Certified Trust Planner (Wealth Succession Planning Association) & Certified Family Wealth Instructor (FFEI)

  • Senior Wealth Management Manager & Full-license Insurance & MPF Intermediary

  • 10+ years in entrepreneurship, corporate sales, luxury branding, PR and marketing

  • Founder of community project Project Gracious, empowering professionals to organize their family finances and personal goals with empathy and clarity

  • Psychology (University of Oxford, Department of Continuing Education)

  • Mindfulness for Life - Mindfulness-based cognitive therapy (Oxford Mindfulness Centre, University of Oxford)

My background blends business, creativity, and human insight — from leading sales in global brands to running my own ventures and studying mindfulness-based cognitive therapy. I bring all of it together in one purpose: to help others find balance before life forces them to.

What I Believe

  • Wealth is only meaningful when it reflects what we value

  • Simplicity is a form of intelligence

  • True stability comes from systems, not luck

  • And success is hollow if it costs your peace

Ready to Begin

If you’re ready to create calm, clear systems that protect your business, your family, your future and your values — let’s talk.

Book Your 30-Minute Free Consultation

Testimonials

  • “I used to think financial planning was all about saving and investing more. Grace helped me see it’s really about alignment — making sure my business success actually supports the family life I want. Now every decision I make, from insurance to savings, feels intentional and peaceful..”

    — Ben C., Business Consultancy Owner & Father of Two

  • “I’ve been avoiding the topic of wills and succession with my parents for years. Grace handled it with such empathy and professionalism that the conversation turned from uncomfortable to meaningful. Thank you Grace!"

    — Candice Y., Corporate Executive & Daughter of Retired Parents

  • "Grace guided me to prioritize my family’s long-term wellbeing while still allowing room for my own ambitions. She brings clarity without judgment."

    — R. Chan., Barrister & Father of Two

  • “Grace’s advice goes far beyond numbers and charts. She helped me build a retirement plan that actually reflects what I want my life to look like — not just the amount I need to retire with. I’ve worked with financial advisors before, but Grace is the first who helped me align my wealth with my values.”

    — D. Wong, Marketing Director

  • “I used to save and invest without a clear purpose — just because I thought I should. Grace helped me connect those actions to real goals that matter: my daughter's education, my health, my time. For the first time, my finances feel aligned with who I am and where I’m heading.”

    — E. Leung., Senior HR Manager & Mother of One

  • “My parents always said ‘we’ll sort it later,’ until Grace helped us all see what ‘later’ could cost. She guided us through trust and estate planning in a way that everyone felt respected and understood."

    — R. Tang., IT Manager & Caregiver