EPISODE · Feb 20, 2024 · 30 MIN
02. How to set Financial Goals with Yi Ping Ge
from Boxers and Briefs · host Gilligan Sheppard
Is financial literacy important to set goals? Do values come into your financial goals? What is risk tolerance When a financial goal goes wrong, how do you get back on track? Yi Ping Ge is a partner of Gilligan Sheppard and been advising and assisting clients on a range of business issues including accounting, taxation, risk management, trust formation and administration, debt mitigation, business structure, business planning, business valuation, due diligence, budgeting, cash-flow management, business growth and strategy, financing, products and investment opportunity sourcing. Yi Ping's expertise is international tax planning and issues that concern immigrants from China. Yi Ping's focus is to serve Chinese business society with her excellent communication skill, multi-cultural knowledge and diligence. LINKS: Get in touch with Yi Ping Ge here: https://www.linkedin.com/in/yi-ping-ge/ Follow https://gilligansheppard.co.nz/ For any questions, enquiries, feedback or concerns please email [email protected]
What this episode covers
Is financial literacy important to set goals? Do values come into your financial goals? What is risk tolerance When a financial goal goes wrong, how do you get back on track? Yi Ping Ge is a partner of Gilligan Sheppard and been advising and assisting clients on a range of business issues including accounting, taxation, risk management, trust formation and administration, debt mitigation, business structure, business planning, business valuation, due diligence, budgeting, cash-flow management, business growth and strategy, financing, products and investment opportunity sourcing. Yi Ping's expertise is international tax planning and issues that concern immigrants from China. Yi Ping's focus is to serve Chinese business society with her excellent communication skill, multi-cultural knowledge and diligence. LINKS: Get in touch with Yi Ping Ge here: https://www.linkedin.com/in/yi-ping-ge/ Follow https://gilligansheppard.co.nz/ For any questions, enquiries, feedback or concerns please email [email protected]
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02. How to set Financial Goals with Yi Ping Ge
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