Michelle Chen (Chartered Accountant & KiwiSaver Specialist)

With over 17 years of experience as a Chartered Accountant and more than 5 years as a Financial Advisor, I bring a wealth of expertise to assist you in navigating your financial journey. Graduating with a BBS in Finance & Economics from Massey University in 2004, I embarked on a journey dedicated to offering top-tier financial services to individuals and businesses alike.

As a Chartered Accountant, my previous expertise lies in supervisory roles, meticulous review of accounts, and proficient handling of tax returns. I specialize in resolving tax complexities for a diverse clientele, including new immigrants, returning Kiwis, and local residents. My commitment extends beyond routine tax matters; I take pride in providing tailored solutions for overseas tax concerns, ensuring financial compliance and peace of mind.

In my capacity as a Financial Advisor, I excel in crafting comprehensive investment, financial, and retirement plans. My personalized approach caters to the unique needs of each client, offering insightful guidance and strategies to secure their financial future. I specialize in assisting new immigrants, offering face-to-face consultations and building enduring relationships based on trust and expertise.

One of my key areas of specialization is KiwiSaver, where I am recognized as a leading authority. From facilitating overseas pension transfers to offering in-depth advice on KiwiSaver schemes, I am dedicated to empowering clients with the knowledge and resources necessary to make informed decisions.

Originally from Napier sister city, Lianyungang City, China, and a fluent Mandarin speaker, I help support and translate for Oldershaw clients who are originally from China or conducting international business there.