Joann Financial Services

Meet Joann Wu – Your Trusted Financial Adviser for 30 Years

At Joann Financial Services, we don’t just manage money and risk—we build relationships. With three decades of expertise in financial services, I’ve devoted my career to creating deep, meaningful client connections. Every portfolio I handle is treated with precision, passion, and personal care—because your goals deserve nothing less.

Why Work With Us?

Expert Guidance: Specializing in investments, insurance, and pension planning, I simplify complexity into clear, actionable strategies.
Elite Team: Our advisors are Massey University master’s graduates with over 26 years’ combined experience—sharp, skilled, and solution-driven.
Client-First Philosophy: Your needs always come first. We create tailored plans, not templated pitches.

As Director & Principal of Joann Financial Services, I lead a team that’s as professional as we are approachable. Beyond the numbers, I’m a multilingual advocate (Cantonese, Mandarin, English) for hospital patients—and a lover of life: singing, swimming, and cycling across continents.

Let’s make finance human again.
Trusted by clients. Respected by peers.