Meet Helen Zheng, Business Development Manager at Xceda
Helen brings extensive experience across the New Zealand and international financial services sectors, including residential, investment, business, commercial, construction, and institutional lending. She also previously owned and operated her own financial advisory business in New Zealand, giving her a strong understanding of the adviser perspective.
For Helen, working with advisers is about being practical, responsive, and solutions focused.
“I genuinely value putting in the extra effort to help advisers achieve successful outcomes while building long-term relationships,” Helen says.
When advisers bring a scenario to Xceda, Helen’s first step is to understand the full context of the transaction, then provide clear and constructive guidance on how the deal may be structured.
Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site.
You will also be able to comment on articles on Good Returns.