Wallis Tsai

In this chat with Wallis Tsai, a former Goldman Sachs investment banker and co-founder of Above Board, they dive deep into insurance basics and wealth planning strategies. Wallis shares insights from her impressive background, emphasizing a no-nonsense approach to insurance. She discusses the importance of regular reviews, disaster mitigation, and tax-efficient wealth accumulation. Wallis also explains how to utilize trusts for asset appreciation and clarifies the differences between whole life and variable insurance products. Her focus on understanding client goals is both refreshing and practical.