Joyce Yu

MBA (Finance)

joyce@saturnadvice.co.nz

With over 18 years of experience in the financial services industry, I’ve made it my mission to help people like you feel confident and in control of their money.

My career has taken me through foreign exchange, mortgage, business banking, and wealth management but today, I help working professionals design investment strategies that align with their values, time, and energy.

My approach goes beyond numbers—I consider both the mathematical and human side of money to bring clarity and confidence to financial decisions. Clients appreciate my ability to ask the right questions, offer fresh perspectives, and provide a structured yet flexible plan. If a solution falls outside my expertise, I connect clients with my trusted network of professionals, ensuring they receive high-quality advice. Above all, I create a non-judgmental space where clients feel seen, heard, and empowered to take control of their financial future.

As well as client advice I offer a consultancy service, charged by the hour because I believe in providing unbiased, personalised advice with no predetermined outcomes. Whether you’re planning for financial freedom, navigating a life transition, or making impactful investment decisions, I’m here to walk alongside you every step of the way.

Outside of work I love my Pilates classes, have an insatiable passion for travel, and am always on the hunt for amazing food.

If you’re ready to take control of your financial future, let’s start the conversation today. Together, we’ll turn your aspirations into reality.