About

About Company

We focus on providing financial advice on KiwiSaver account.

Lifelong Wealth Limited (FSP 1003662) is a licensed Financial Advice Provider that is endeavoring to provide suitable, valuable, and achievable financial advice to our customers.

Our Team

Meet Our Expert

DEREK CHEN

Principal Financial Adviser

LIFELONG WEALTH

Principal Financial Adviser

Derek Chen is a Financial Adviser focusing on providing suitable, valuable, and achievable financial advice to customers. He has been in the financial service industry for eight years. He worked for a licensed supervisor in New Zealand to supervise managed funds and KiwiSaver providers. In this role, he had the opportunity to understand how KiwiSaver providers work and has built up an in-depth understanding of KiwiSaver providers and KiwiSaver plans. He also posts articles on social media to promote financial literacy from time to time. These articles have attracted thousands of viewers and followers.

Derek Chen is the Managing Director of Aplus Compliance Limited which is a compliance consulting service provider helping financial institutions meet regulatory obligations in New Zealand.

Qualifications

Master of Professional Accountancy and Finance – Massey University
Master of Legal Studies – University of Auckland

Bachelor of Accountancy – China University of Geosciences (Beijing)
Certified Anti-Money Laundering Specialist – Association of Certified Anti-Money Laundering Specialists

Member of Financial Advice NZ

Language Spoken

English, Mandarin

CONTACT US

Get your KiwiSaver Account sorted.

We are here to provide suitable, valuable, and achievable advice on KiwiSaver account