Case Study Detail

Case STudy

Busy Surgeon Wants to Minimise Tax Liability Legally

Dr Wong, a busy urologist, was fed up with paying high taxes and wanted to find a way to maximise his finances. He was referred by his friends to see various financial professionals, but he was unsure where to start and didn’t have the time to meet with different experts. Dr Wong’s main goals were to legally minimise his tax payments and invest wisely to secure a comfortable retirement in 20 years.

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