Ethical. Expert. Enjoyable.
Financial advice, the way it should be.
Welcome to AboveBoard Financial.
A radically different approach - we put your best interest first and find the best policy in the market for you.
Bring order and ease to your financial life with our integrated investment management and financial planning services.
Make sure you have the basics on track with our interactive guide.
I started AboveBoard because I believed that financial services should be done differently.
I’d been on Wall Street for more than 10 years as a banker and investor for an elite hedge fund group at Goldman Sachs covering financial institutions - I was repeatedly appalled by how often friends and colleagues were getting terrible advice from the industries I knew so well.
I understood why - financial services are rife with opacity and misaligned incentives. So I decided to follow my dream of using my expertise to offer financial services the right way - with an unwavering commitment to the highest standards of diligence, really understanding the facts and putting clients first.
Today, I am proud to say that we help people make the right choices for themselves and the people they love.
Warm Regards,
Wallis Tsai
AboveBoard - Learn more about us