Experienced Professional Team
Auckland
Brings over a decade of experience in cross-border investment advisory, financial strategy, and institutional partnership development. She has successfully led capital projects and strategic collaborations across New Zealand, Australia, and China. Ally is recognized for her financial insight, professional leadership, and deep understanding of both public and private sector engagement across the Asia-Pacific.
Auckland
A qualified Chartered Accountant (CA, NZ & Australia); Certified Public Accountant (USA); NZ Financial Service Provider with an extensive experience in both management and financial accounting; Working as COO/CFO for international companies; Providing IPO/NZX and M&A consulting service for international investors with strong Tax, Finance, Investment (PE, VC, FA, M&A) and global business (China, US, ANZ) background.
Brisbane
Immigration Partner. Graduated from the University of New South Wales, Australia with a major in immigration law. He has worked and lived in Australia, New Zealand, the United States, and Singapore for 25 years. He has been engaged in the immigration and investment industry for 20 years. He is a senior international immigration and overseas asset allocation expert; authoritatively handles the rapid investment naturalization of the European Union and the Commonwealth of Nations and various categories in Australia and New Zealand Investment immigration and entrepreneur immigration, good at providing tailor-made immigration status configuration solutions for high-net-worth individuals, serving customers all over the world; currently the executive director and president of US-Australia New Investment Group Co., Ltd. and US-Australia New Investment Immigration.
Melbourne & Dubai
Family Office Partner, a senior expert in family office and structure services, has more than 15 years of rich experience in global cross-border investment and financial technology, and has been involved in many regions such as Australia and the Middle East. He has a solid academic background and rich practical experience in corporate overseas expansion, market development, financial accounting and quantitative analysis. At the same time, he is the founder of the Family Office Alliance, providing Asian family offices and high net worth individuals (HNWs) with legal and compliant asset protection and inheritance around the world. At the BOS Service Center, he is responsible for leading the team of the Dubai office, committed to providing customers with customized cross-border pan-wealth structure services and one-stop wealth inheritance solutions, covering identity planning, domestic and overseas asset structure sorting, family office establishment, cross-border asset management, tax and risk management, etc.
Sydney
Fund Partner. Postgraduate degree in Marketing from Massey University in New Zealand. Nearly 25 years of experience in the Internet, software and online financial markets in China, Australia, and New Zealand. Has worked in Microsoft, McAfee, Sohu, Ogilvy and other companies. He has also participated in venture capital projects such as the Australian Digital Bank.