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Financial Advisory
Our mission at CB Treasure is to put you on a path of financial success. We appreciate and recognize that you and your families financial goals are often unique deserving personalized consideration, analysis and planning. We hope by first getting to know you, you will begin a journey of treasure with us. Your first 30min consultation with us is free.
We help：
• Providing you with a plan for comfortable retirement and succession;
• Achieving family financial goals;
• Fulfilling your life ambitions.
We provide advice on:
• Any investment products;
• Kiwisavers and other managed funds;
• Budgeting and general financial tips.
*We do not provide legal and tax advice:
• By the New Zealand Financial Market Authority https://www.fma.govt.nz/compliance/role/
financial-adviser/
• By Mary Holm https://maryholm.com/advisers/#advisers-table
Our Pro Bono consultation is held every Thursday between 4 pm to 5 pm, at our registered address。
Financial Advisory
Our mission at CB Treasure is to put you on a path of financial success. We appreciate and recognize that you and your families financial goals are often unique deserving personalized consideration, analysis and planning. We hope by first getting to know you, you will begin a journey of treasure with us. Your first 30min consultation with us is free.
We help：
• Providing you with a plan for comfortable retirement and succession;
• Achieving family financial goals;
• Fulfilling your life ambitions.
We provide advice on:
• Any investment products;
• Kiwisavers and other managed funds;
• Budgeting and general financial tips.
*We do not provide legal and tax advice:
• By the New Zealand Financial Market Authority https://www.fma.govt.nz/compliance/role/
financial-adviser/
• By Mary Holm https://maryholm.com/advisers/#advisers-table
Our Pro Bono consultation is held every Thursday between 4 pm to 5 pm, at our registered address。
Fund Brokerage
We only provide limited fund brokerage to
selected wholesale clients. We do not
provide this service to retail clients.
As a broker, CB Treasure Journey is not the custodian of your assets or the fund manager.
The fund will be administered and managed by local reputable fund managers licensed by the FMA or industry well-known and well-regulated fund managers in New York, USA or other equivalent and well-regulated jurisdictions.
Fund Brokerage
We only provide limited fund brokerage to
selected wholesale clients. We do not
provide this service to retail clients.
As a broker, CB Treasure Journey is not the custodian of your assets or the fund manager.
The fund will be administered and managed by local reputable fund managers licensed by the FMA or industry well-known and well-regulated fund managers in New York, USA or other equivalent and well-regulated jurisdictions.
Money Remittance And Foreign Exchange
We only provide limited money remittance
services to retail and wholesale clients to
only the following countries in the following
currency:
• Singapore (SGD)
• Australia (AUD)
• New Zealand (NZD)
The primary purpose is to facilitate trade in the Pacific Region. Due to the high-risk nature of the service, aside from standard due diligence, an enhanced due diligence involving the verification of your source of wealth and fund may be carried out before service is provided. Please refer to “AML Document Verification Guide” for details.
Money Remittance And Foreign Exchange
We only provide limited money remittance
services to retail and wholesale clients to
only the following countries in the following
currency:
• Singapore (SGD)
• Australia (AUD)
• New Zealand (NZD)
The primary purpose is to facilitate trade in the Pacific Region. Due to the high-risk nature of the service, aside from standard due diligence, an enhanced due diligence involving the verification of your source of wealth and fund may be carried out before service is provided. Please refer to “AML Document Verification Guide” for details.
Documents’ Requirements
1.A certified copy of passport by CB Treasure Staff，a lawyer, CPA, notary or consulate, with the wording of “Certified True Likeness”.
2.A certified copy of PoA & SoW by a lawyer, CPA, notary or consulate with the wording of “Certified True Copy”.
3.Upload utility bill, bank statements， brokering account monthly statements or government correspondence no older than 6 months for the Authorized Account Signatory and the UBO.
4.Upload one of the following:
• Government-issued or registered documents or data;
• Full bank and other investment statements;
• Full payslip or wage slip or other documents confirming salary;
• Audited financial accounts from a chartered accountant or Charities Services;
• Letter from an agent of the customer confirming they have knowledge of and established business relationships with the customer. This agent can be a reputable financial institution, a reputable law firm, or an accounting firm;
• Others (Wills, inheritance).
Individual/Family Financial Advice Services
CB Treasure Journey Limited is a licensed Financial Advice Provider by the New Zealand Financial Markets Authority. Under the license, CB Treasure Journey Limited can provide regulated financial advice to retail and wholesale customers on:
• Investment planning services;
• Financial products;
• Other managed investment schemes.
We generally charge a flat fee on applicable services, we may charge brokerage or other management fees, which will be disclosed to you in our disclosure statement to you before proceeding. We also provide pro bono work from time to time to the community free of charge.
Foreign Exchange fee
We take multiple currencies. This fee is only on an “as applicable” basis. Our commission is 1% interbank or wholesale rates. It is calculated as (Interbank rate - (Interbank rate * 1%).
Documents’ Requirements
1.A certified copy of passport by CB Treasure Staff，a lawyer, CPA, notary or consulate, with the wording of “Certified True Likeness”.
2.A certified copy of PoA & SoW by a lawyer, CPA, notary or consulate with the wording of “Certified True Copy”.
3.Upload utility bill, bank statements， brokering account monthly statements or government correspondence no older than 6 months for the Authorized Account Signatory and the UBO.
4.Upload one of the following:
• Government-issued or registered documents or data;
• Full bank and other investment statements;
• Full payslip or wage slip or other documents confirming salary;
• Audited financial accounts from a chartered accountant or Charities Services;
• Letter from an agent of the customer confirming they have knowledge of and established business relationships with the customer. This agent can be a reputable financial institution, a reputable law firm, or an accounting firm;
• Others (Wills, inheritance).
Thomas Yin
Financial Advice Provider
Thomas Yin
Financial Advice Provider
Thomas holds New Zealand Certificate in Financial Services (Level 5) and a Doctor of Law degree. Aside from being a registered financial advisor engaged by CB Treasure, Thomas is an licensed attorney in the State Bar of Texas (Thomas is not able to give advice on New Zealand law).
Thomas advises both New Zealand resident and non-resident clients specializing in providing financial advice in a family context—whether to a family collectively, whether traditional or LGBTQ families, or family trusts.
As a lawyer, Thomas has witnessed rifts, conflicts and fights that tore apart families mentally, physically and financially. As a result, Thomas now focuses on dispute and conflict resolution, with a goal of growing the wealth of not just one individual in the family, but the whole family.
Thomas is a mobile advisor servicing the Auckland region. He is happy to drive and meet with the client and the family in-person. Thomas regularly devotes a portion of his work, whether legal or financial, as pro bono to give back to the community.
Thomas is bilingual and speaks English and Mandarin Chinese. During his free-time, Thomas is an avid gamer and computer builder.
Chris Ge
Director, Upcoming Financial Advisor
Chris Ge
Director, Upcoming Financial Advisor
Chris is studying for a New Zealand Certificate in Financial Services (Level 5) to be a financial advisor. He holds an overseas intermediate economist qualification with expertise in MBA and enterprise management while currently undergoing qualification to be a senior economist. Chris specializes and focuses on the interactive economies between China, the US, Singapore, Turkey, Australia, and New Zealand.
A new father of one boy, Chris has advised a number of trading companies and international engineering companies—whether large or small—as well as family trusts in financial matters, planning, with an emphasis on trade, EPC (engineering, procurement, and construction) contracting plus financing in both Chinese concessional loans and buyers' credit loans, economic park planning and investment promotion, international relations and business continuity/succession.
Chris travels (whenever permitted by relevant authorities) and spends his time in multiple countries to meet with the clients and their families.
Chris is bilingual and speaks English and Mandarin Chinese. During his free time, he is fond of civil aviation, especially on worldly mega airports, mega airlines companies, and airplanes.
Financial Advice Provider
