Michelle Chen (Chartered Accountant & KiwiSaver Specialist)

Michelle is a financial adviser and wealth manager and, with over 19 years of experience as a Chartered Accountant and more than 8 as a Financial Adviser, she brings a wealth of expertise and experience to these roles. She specialises in cross-border financial advice, particularly with internationally experienced, professional clients navigating complex situations. Her tax knowledge informs this advice, supporting cross-border planning and due diligence. 

Michelle actively follows global economics, politics and finances. Together with her tax knowledge, this means she has a deep understanding of international systems, timing, exemptions, and transitions, particularly in APAC markets.  This knowledge serves her well with her client base of retuning New Zealanders and globally mobile professionals. 

With clients, Michelle is warm and professional, helping them to make sense of complex situations. She has an open-minded, analytical approach to problem solving and is anticipatory rather than reactive, offering steady, clear guidance with a focus on future planning.