Ethical. Expert. Enjoyable.
Financial advice, the way it should be.
Welcome to AboveBoard Financial.
Bring order and ease to your financial life with our integrated investment management and financial planning services.
A radically different approach - we put your best interest first and find the best policy in the market for you.
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